Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JAMISON PRIVATE WEALTH MANAGEMENT INC | COM | 601 | $1,725,129 | 20,036 | 0.00 | 0.00 | -100 | -0.50 | 03-31-2024 |
ICON ADVISERS INC/CO | COM | 602 | $1,489,356 | 19,800 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BRINKER CAPITAL INVESTMENTS LLC | COM | 603 | $1,879,787 | 19,798 | 0.00 | 0.04 | -343 | -1.70 | 12-31-2022 |
AVANTAX ADVISORY SERVICES INC | COM | 604 | $1,697,064 | 19,710 | 0.00 | 0.00 | -891 | -4.33 | 03-31-2024 |