Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUNCOAST EQUITY MANAGEMENT | COM | 951 | $408,883 | 2,810 | 0.00 | 0.00 | 180 | 6.84 | 03-31-2024 |
MONTAG A & ASSOCIATES INC | COM | 952 | $407,428 | 2,800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CANTOR FITZGERALD INVESTMENT ADVISORS LP | COM | 953 | $403,387 | 2,772 | 0.00 | 0.08 | -3,801 | -57.83 | 03-31-2024 |
DONOGHUE FORLINES LLC | COM | 954 | $402,190 | 2,764 | 0.00 | 0.00 | 628 | 29.40 | 03-31-2024 |