Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIVERSIFY ADVISORY SERVICES LLC | COM | 851 | $575,390 | 7,401 | 0.00 | 7,401 | +Inf | 03-31-2024 | |
HORIZON INVESTMENTS LLC | COM | 852 | $575,808 | 7,337 | 0.00 | 0.00 | 27 | 0.37 | 03-31-2024 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | STOCK | 853 | $572,904 | 7,300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GROVE BANK & TRUST | COM | 854 | $572,512 | 7,295 | 0.00 | 0.00 | 7,235 | 12058.33 | 03-31-2024 |