Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUND MANAGEMENT AT ENGINE NO 1 LLC | COM NEW | 801 | $542,199 | 9,423 | 0.00 | 0.00 | 1,244 | 15.21 | 06-30-2023 |
TRUST ASSET MANAGEMENT LLC | COM NEW | 802 | $633,395 | 9,349 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
REGENT INVESTMENT MANAGEMENT LLC | COM | 803 | $590,000 | 9,323 | 0.16 | 9,323 | +Inf | 12-31-2022 | |
BENCHMARK FINANCIAL WEALTH ADVISORS LLC | COM NEW | 804 | $721,652 | 9,232 | 0.00 | 0.00 | 43 | 0.47 | 03-31-2024 |