Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYMMETRY PEAK MANAGEMENT LLC | COM | 601 | $526,680 | 3,600 | 0.00 | 3,600 | +Inf | 06-30-2023 | |
SHELTON WEALTH MANAGEMENT LLC | COM | 602 | $793,185 | 3,580 | 0.00 | 3,580 | +Inf | 12-31-2023 | |
FLAGSHIP HARBOR ADVISORS LLC | COM | 603 | $683,842 | 3,550 | 0.00 | 0.00 | 183 | 5.44 | 03-31-2024 |
HENNION & WALSH ASSET MANAGEMENT INC | COM | 604 | $665,537 | 3,455 | 0.00 | 0.00 | 1,803 | 109.14 | 03-31-2024 |