Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEBENTHAL GLOBAL ADVISORS LLC | COM NEW | 601 | $312,466 | 1,620 | 0.00 | 0.00 | 79 | 5.13 | 03-31-2024 |
LM ADVISORS LLC | COM | 602 | $302,000 | 1,565 | 0.05 | 1,565 | +Inf | 03-31-2024 | |
HARBOUR CAPITAL ADVISORS LLC | COM NEW | 603 | $299,228 | 1,550 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CONCOURSE FINANCIAL GROUP SECURITIES INC | COM NEW | 604 | $224,318 | 1,545 | 0.00 | 0.00 | -25 | -1.59 | 09-30-2023 |