Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOWE & RUSLING INC | COM | 701 | $7,344,137 | 61,695 | 0.00 | 0.00 | -471 | -0.76 | 06-30-2023 |
NARWHAL CAPITAL MANAGEMENT | COM | 702 | $10,320,672 | 60,961 | 0.00 | 0.39 | 37,136 | 155.87 | 03-31-2024 |
MARATHON CAPITAL MANAGEMENT | COM | 703 | $7,246,188 | 60,872 | 0.00 | 0.00 | -283 | -0.46 | 06-30-2023 |
BBVA USA | COM | 704 | $7,796,000 | 60,444 | 0.46 | 0.51 | -3,064 | -4.82 | 09-30-2021 |