Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPROCK GROUP LLC | COM | 601 | $360,864 | 6,725 | 0.00 | 0.00 | -1,279 | -15.98 | 03-31-2024 |
REGAL INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 6,713 | +Inf | 03-31-2024 | |
WATERSHED ASSET MANAGEMENT LLC | COM | 603 | $301,708 | 6,672 | 0.00 | 0.00 | 1,639 | 32.57 | 12-31-2023 |
PINKERTON RETIREMENT SPECIALISTS LLC | COM | 604 | $301,482 | 6,667 | 0.00 | 0.00 | 1,245 | 22.96 | 12-31-2023 |