Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST ADVISORS | Stock | 801 | $10,562,776 | 70,815 | 0.00 | 0.00 | -323 | -0.45 | 12-31-2023 |
EAGLE GLOBAL ADVISORS LLC | COM | 802 | $10,536,300 | 70,638 | 0.00 | 0.00 | -9,387 | -11.73 | 12-31-2023 |
ARS INVESTMENT PARTNERS LLC | COM | 803 | $10,516,824 | 70,507 | 0.00 | 0.00 | -1,416 | -1.97 | 12-31-2023 |
SIMPLICITY WEALTHLLC | COM | 804 | $11,069,282 | 70,174 | 0.00 | 0.00 | 68,534 | 4178.90 | 03-31-2024 |