Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRG FAMILY WEALTH ADVISORS LLC | COM | 651 | $3,233,257 | 13,782 | 0.00 | 0.00 | -85 | -0.61 | 03-31-2024 |
RICHARD BERNSTEIN ADVISORS LLC | COM | 652 | $3,394,271 | 13,717 | 0.00 | 0.00 | -5,334 | -28.00 | 03-31-2024 |
GABELLI FUNDS LLC | EQUITY | 653 | $3,341,790 | 13,500 | 0.00 | 0.00 | -300 | -2.17 | 03-31-2023 |
STRATOS WEALTH PARTNERS LTD | COM | 654 | $3,329,249 | 13,454 | 0.00 | 0.00 | -322 | -2.34 | 03-31-2024 |