Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIRTUE CAPITAL MANAGEMENT LLC | COM | 901 | $374,935 | 1,682 | 0.00 | 0.00 | -398 | -19.13 | 03-31-2024 |
ADVISORS PREFERRED LLC | COM | 902 | $389,674 | 1,674 | 0.00 | 0.00 | -224 | -11.80 | 03-31-2024 |
COLDSTREAM CAPITAL MANAGEMENT INC | COM | 903 | $398,474 | 1,668 | 0.00 | 0.00 | 71 | 4.45 | 12-31-2023 |
SHORE POINT ADVISORS LLC | COM | 904 | $387,981 | 1,645 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |