Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIME CAPITAL INVESTMENT ADVISORS LLC | Stock | 751 | $1,618,503 | 12,450 | 0.00 | 0.00 | -1,131 | -8.33 | 12-31-2023 |
MOORS & CABOT INC | COM | 752 | $2,123,042 | 12,438 | 0.00 | 0.00 | 140 | 1.14 | 03-31-2024 |
BECKER CAPITAL MANAGEMENT INC | COM | 753 | $1,613,820 | 12,414 | 0.00 | 0.00 | -3,090 | -19.93 | 12-31-2023 |
RITHOLTZ WEALTH MANAGEMENT | COM | 754 | $2,103,617 | 12,324 | 0.00 | 0.00 | 423 | 3.55 | 03-31-2024 |