Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 751 | $892,739 | 13,177 | 0.00 | 13,177 | +Inf | 03-31-2024 | |
WEST FAMILY INVESTMENTS INC | SPONSORED ADR | 752 | $891,658 | 13,161 | 0.00 | 0.00 | 80 | 0.61 | 03-31-2024 |
HOHIMER WEALTH MANAGEMENT LLC | SPONSORED ADR | 753 | $878,715 | 13,047 | 0.00 | 0.00 | 10,062 | 337.09 | 12-31-2023 |
BOENNING & SCATTERGOOD INC | Common Stock | 754 | $715,000 | 13,030 | 0.15 | 0.17 | -976 | -6.97 | 09-30-2022 |