Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AFT FORSYTH & SOBER LLC | COM | 501 | $1,527,070 | 19,750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HARVEST INVESTMENT ADVISORS LLC | Stock | 502 | $1,513,487 | 19,574 | 0.00 | 0.00 | 471 | 2.47 | 03-31-2024 |
CETERA INVESTMENT ADVISERS | COM | 503 | $1,510,020 | 19,494 | 0.00 | 0.00 | 189 | 0.98 | 12-31-2023 |
HARTFORD INVESTMENT MANAGEMENT CO | COM | 504 | $1,505,962 | 19,477 | 0.00 | 0.00 | -1,337 | -6.42 | 03-31-2024 |