Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTECH INVESTMENT MANAGEMENT LLC | COM | 551 | $708,798 | 22,667 | 0.00 | 22,667 | +Inf | 06-30-2023 | |
APOLLON WEALTH MANAGEMENT LLC | COM | 552 | $694,825 | 22,655 | 0.00 | 0.00 | 5,993 | 35.97 | 03-31-2024 |
B RILEY WEALTH ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -31,270 | -58.02 | 12-31-2023 |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 554 | $749,137 | 22,483 | 0.00 | 22,483 | +Inf | 12-31-2023 |