Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ADVISORS LTD LLC | COM CL A | 701 | $5,000 | 56 | 0.00 | 0.00 | 5 | 9.80 | 03-31-2024 |
ALLWORTH FINANCIAL LP | COM CL A | 702 | $4,603 | 55 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
THOMAS J HERZFELD ADVISORS INC | CL A | 703 | $3,739 | 53 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
FULLER & THALER ASSET MANAGEMENT INC | Com | 704 | $4,189 | 50 | 0.00 | 0.00 | -3 | -5.66 | 03-31-2024 |