Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CEREDEX VALUE ADVISORS LLC | COM | 551 | $37,488 | 800 | 0.00 | 800 | +Inf | 12-31-2023 | |
HERITAGE WEALTH ADVISORS | COM | 552 | $35,682 | 772 | 0.00 | 0.00 | 572 | 286.00 | 03-31-2023 |
ALLWORTH FINANCIAL LP | COM | 553 | $33,674 | 754 | 0.00 | 0.00 | -16 | -2.08 | 06-30-2023 |
ENTRYPOINT CAPITAL LLC | COM | 554 | $33,511 | 723 | 0.00 | 723 | +Inf | 12-31-2023 |