Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARS INVESTMENT PARTNERS LLC | COM | 951 | $213,006 | 160 | 0.00 | 160 | +Inf | 03-31-2024 | |
ONEASCENT WEALTH MANAGEMENT LLC | COM | 952 | $212,000 | 159 | 0.08 | 0.13 | -112 | -41.33 | 03-31-2024 |
ADVANCE CAPITAL MANAGEMENT INC | COM | 953 | $211,675 | 159 | 0.00 | 159 | +Inf | 03-31-2024 | |
KULA INVESTMENTS LLC | COM | 954 | $240,243 | 157 | 0.00 | 157 | +Inf | 03-31-2023 |