Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORY SERVICES NETWORK LLC | Stock | 901 | $212,253 | 3,151 | 0.00 | 0.00 | -9 | -0.28 | 03-31-2024 |
GELLER ADVISORS LLC | COM | 902 | $209,826 | 3,115 | 0.00 | 3,115 | +Inf | 03-31-2024 | |
MARATHON CAPITAL MANAGEMENT | COM | 903 | $208,816 | 3,100 | 0.00 | 3,100 | +Inf | 03-31-2024 | |
SEQUOIA FINANCIAL ADVISORS LLC | COM | 904 | $208,308 | 3,092 | 0.00 | 3,092 | +Inf | 03-31-2024 |