Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARSONS CAPITAL MANAGEMENT INC/RI | COM | 751 | $319,511 | 210 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FORUM FINANCIAL MANAGEMENT LP | COM | 752 | $289,085 | 209 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
SUMMIT GLOBAL INVESTMENTS | COM | 753 | $297,000 | 209 | 0.02 | 209 | +Inf | 12-31-2023 | |
HOMRICH & BERG | COM | 754 | $250,000 | 209 | 0.01 | 209 | +Inf | 09-30-2021 |