Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KESTRA PRIVATE WEALTH SERVICES LLC | COM | 651 | $546,438 | 4,843 | 0.00 | 0.00 | 665 | 15.92 | 03-31-2024 |
GUINNESS ASSET MANAGEMENT LTD | COM | 652 | $541,096 | 4,798 | 0.00 | 0.00 | 296 | 6.57 | 03-31-2024 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 653 | $536,661 | 4,756 | 0.00 | 0.00 | -195 | -3.94 | 03-31-2024 |
CASTLEARK MANAGEMENT LLC | COM | 654 | $477,185 | 4,750 | 0.00 | 4,750 | +Inf | 09-30-2023 |