Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TECTONIC ADVISORS LLC | COM | 701 | $321,587 | 1,733 | 0.00 | 0.00 | 226 | 15.00 | 03-31-2024 |
WEST COAST FINANCIAL LLC | COM | 702 | $321,390 | 1,732 | 0.00 | 0.00 | 65 | 3.90 | 03-31-2024 |
SOMPO ASSET MANAGEMENT CO LTD | COM | 703 | $323,890 | 1,730 | 0.00 | 1,730 | +Inf | 12-31-2023 | |
CORNERSTONE ADVISORY LLC | COM | 704 | $319,163 | 1,720 | 0.00 | 0.00 | -1,186 | -40.81 | 03-31-2024 |