Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNALPOINT ASSET MANAGEMENT LLC | COM | 1751 | $12,581,421 | 13,924 | 0.00 | 0.00 | -192 | -1.36 | 03-31-2024 |
TRUE CAPITAL MANAGEMENT | COM | 1752 | $3,862,947 | 13,907 | 0.00 | 13,907 | +Inf | 03-31-2023 | |
HENNION & WALSH ASSET MANAGEMENT INC | COM | 1753 | $12,557,676 | 13,898 | 0.00 | 0.00 | -1,403 | -9.17 | 03-31-2024 |
MIDWEST WEALTH MANAGEMENT INC | Stock | 1754 | $3,788,000 | 13,883 | 2.30 | 2.52 | 187 | 1.37 | 03-31-2022 |