Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM | 601 | $1,537,965 | 52,706 | 0.00 | 0.00 | -1,796 | -3.30 | 03-31-2024 |
KORNITZER CAPITAL MANAGEMENT INC /KS | COM | 602 | $1,387,327 | 52,650 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
ARGENT ADVISORS INC | COM | 603 | $1,535,014 | 52,605 | 0.00 | 0.00 | -8,096 | -13.34 | 03-31-2024 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | COM | 604 | $1,533,936 | 52,568 | 0.00 | 0.00 | 6,440 | 13.96 | 03-31-2024 |