Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CETERA ADVISOR NETWORKS LLC | COM | 501 | $443,131 | 5,853 | 0.00 | 0.00 | 2,112 | 56.46 | 12-31-2023 |
CWM LLC | COM | 502 | $440,000 | 5,822 | 0.00 | 0.00 | 452 | 8.42 | 03-31-2024 |
QRG CAPITAL MANAGEMENT INC | COM | 503 | $438,847 | 5,811 | 0.00 | 0.00 | -8,296 | -58.81 | 03-31-2024 |
DUNCKER STREETT & CO INC | COM | 504 | $438,771 | 5,810 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |