Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ZEKE CAPITAL ADVISORS LLC | Stock | 501 | $357,000 | 2,592 | 0.03 | 0.02 | 0 | 0.00 | 09-30-2022 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 502 | $464,514 | 2,561 | 0.00 | 0.00 | -77 | -2.92 | 03-31-2024 |
RAFFERTY ASSET MANAGEMENT LLC | COM | 503 | $463,426 | 2,555 | 0.00 | 0.00 | -524 | -17.02 | 03-31-2024 |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM | 504 | $448,141 | 2,471 | 0.00 | 0.00 | 289 | 13.24 | 03-31-2024 |