Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEDBUSH SECURITIES INC | COM | 751 | $9,804,000 | 194,064 | 0.43 | 0.48 | 13,250 | 7.33 | 12-31-2023 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | 752 | $9,676,671 | 193,882 | 0.00 | 0.69 | 154,742 | 395.36 | 03-31-2024 |
SONORA INVESTMENT MANAGEMENT LLC | COM | 753 | $10,524,000 | 193,347 | 1.32 | 193,347 | +Inf | 09-30-2021 | |
ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | Stock | 754 | $9,542,486 | 192,663 | 0.00 | 0.00 | -11 | -0.01 | 03-31-2024 |