Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINCOLN NATIONAL CORP | COM | 551 | $204,086 | 1,497 | 0.00 | 1,497 | +Inf | 12-31-2023 | |
CIM INVESTMENT MANAGEMENT INC | COM | 552 | $250,974 | 1,484 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ARCHFORD CAPITAL STRATEGIES LLC | CHART INDS INC | Liquidated | $0 | 0 | 0.00 | 1,475 | +Inf | 12-31-2023 | |
CAPROCK GROUP LLC | COM | 554 | $242,138 | 1,470 | 0.00 | 1,470 | +Inf | 03-31-2024 |