Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHTRUST ASSET MANAGEMENT LLC | COM NEW | 751 | $1,184,313 | 6,938 | 0.00 | 0.00 | -633 | -8.36 | 12-31-2023 |
STEWARD PARTNERS INVESTMENT SOLUTIONS LLC | COMMON STOCK | 752 | $1,113,316 | 6,903 | 0.00 | 6,903 | +Inf | 03-31-2024 | |
CORIENT CAPITAL PARTNERS LLC | COM NEW | 753 | $912,000 | 6,855 | 0.07 | 0.06 | 192 | 2.88 | 09-30-2022 |
WELLINGTON SHIELDS CAPITAL MANAGEMENT LLC | Stock | 754 | $1,104,768 | 6,850 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |