Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYSTM WEALTH SOLUTIONS LLC | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -7,361 | -14.98 | 12-31-2023 |
PALISADE ASSET MANAGEMENT LLC | CL B | 952 | $3,922,444 | 41,737 | 0.00 | 0.00 | -121 | -0.29 | 03-31-2024 |
CWM LLC | CL B | 953 | $3,919,000 | 41,705 | 0.02 | 0.02 | 1,517 | 3.77 | 03-31-2024 |
GAMCO INVESTORS INC ET AL | EQUITY | 954 | $5,094,956 | 41,544 | 0.00 | 41,544 | +Inf | 03-31-2023 |