Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARKADIOS WEALTH ADVISORS | Stock | 601 | $1,244,346 | 1,322 | 0.00 | 0.00 | -25 | -1.86 | 03-31-2024 |
NEWEDGE ADVISORS LLC | COM | 602 | $1,244,659 | 1,322 | 0.00 | 1,322 | +Inf | 03-31-2024 | |
MONARCH PARTNERS ASSET MANAGEMENT LLC | COM | 603 | $520,904 | 1,305 | 0.00 | 0.72 | -6,402 | -83.07 | 12-31-2022 |
LISANTI CAPITAL GROWTH LLC | COM | 604 | $872,301 | 1,305 | 0.00 | 1,305 | +Inf | 12-31-2023 |