Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVALON INVESTMENT & ADVISORY | COM | 951 | $1,477,000 | 10,799 | 0.04 | 0.04 | -4,632 | -30.02 | 12-31-2021 |
HORIZON INVESTMENTS LLC | COM | 952 | $1,481,633 | 10,781 | 0.00 | 0.00 | 6,742 | 166.92 | 03-31-2024 |
CETERA ADVISORS LLC | COM | 953 | $1,372,479 | 10,687 | 0.00 | 0.00 | 2,080 | 24.17 | 12-31-2023 |
CENTRAL VALLEY ADVISORS LLC | COM | 954 | $1,464,489 | 10,656 | 0.00 | 0.00 | 898 | 9.20 | 03-31-2024 |