Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INDEXIQ ADVISORS LLC | COM | 851 | $351,000 | 15,646 | 0.01 | 0.01 | -317 | -1.99 | 03-31-2022 |
REGENTATLANTIC CAPITAL LLC | COM | 852 | $251,000 | 15,637 | 0.01 | 0.01 | 3,183 | 25.56 | 09-30-2022 |
PERIGON WEALTH MANAGEMENT LLC | COM | 853 | $245,728 | 15,543 | 0.00 | 0.00 | 2,492 | 19.09 | 03-31-2024 |
CUTTER & CO BROKERAGE INC | COM | 854 | $245,055 | 15,500 | 0.00 | 0.00 | -4,469 | -22.38 | 03-31-2024 |