Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAIN CAPITAL MANAGEMENT LLC | COM | 3901 | $400,098 | 2,466 | 0.00 | 0.00 | 53 | 2.20 | 03-31-2024 |
WFA OF SAN DIEGO LLC | COM | 3902 | $359,011 | 2,461 | 0.00 | 2,461 | +Inf | 09-30-2023 | |
TITLEIST ASSET MANAGEMENT LLC | COM | 3903 | $398,986 | 2,459 | 0.00 | 0.00 | 632 | 34.59 | 03-31-2024 |
PLANNING DIRECTIONS INC | COM | 3904 | $359,978 | 2,457 | 0.00 | 0.24 | 310 | 14.44 | 12-31-2023 |