Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEBENTHAL GLOBAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 8,648 | +Inf | 03-31-2024 | |
FCF ADVISORS LLC | COM | 602 | $696,666 | 8,604 | 0.00 | 0.00 | -4,401 | -33.84 | 06-30-2023 |
MAI CAPITAL MANAGEMENT | CS | 603 | $554,000 | 8,584 | 0.01 | 8,584 | +Inf | 09-30-2022 | |
CETERA ADVISOR NETWORKS LLC | COM | 604 | $598,465 | 8,376 | 0.00 | 0.00 | 297 | 3.68 | 12-31-2023 |