Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BALANCED ROCK INVESTMENT ADVISORS LLC | COM | 6151 | $457,323 | 1,087 | 0.00 | 1,087 | +Inf | 03-31-2024 | |
FITHIAN LLC | COM | 6152 | $313,218 | 1,086 | 0.00 | 0.00 | 1 | 0.09 | 03-31-2023 |
TRACTION FINANCIAL PARTNERS LLC | COM | 6153 | $449,578 | 1,084 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEBSTERROGERS FINANCIAL ADVISORS LLC | COM | 6154 | $454,380 | 1,080 | 0.00 | 0.00 | -1,046 | -49.20 | 03-31-2024 |