Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATTON ALBERTSON MILLER GROUP LLC | COM | 901 | $7,858,554 | 13,521 | 0.00 | 0.00 | 952 | 7.57 | 03-31-2024 |
CANNELL & CO | COM | 902 | $7,138,595 | 13,449 | 0.00 | 0.00 | -145 | -1.07 | 12-31-2023 |
SIERRA SUMMIT ADVISORS LLC | COM | 903 | $7,121,079 | 13,416 | 0.00 | 13,416 | +Inf | 12-31-2023 | |
CHOATE INVESTMENT ADVISORS | COM | 904 | $6,735,604 | 13,307 | 0.00 | 0.00 | 3,679 | 38.21 | 09-30-2023 |