Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIERRA SUMMIT ADVISORS LLC | COM | 1851 | $12,087,986 | 67,014 | 0.00 | 0.00 | -45 | -0.07 | 03-31-2024 |
PRINCIPAL STREET PARTNERS LLC | Common stock | 1852 | $12,524,727 | 66,952 | 0.00 | 0.00 | -229 | -0.34 | 03-31-2024 |
RMR WEALTH BUILDERS | COM | 1853 | $12,071,690 | 66,924 | 0.00 | 0.00 | 4,191 | 6.68 | 03-31-2024 |
FOURTHOUGHT FINANCIAL LLC | Stock | 1854 | $7,561,000 | 66,910 | 1.12 | 66,910 | +Inf | 09-30-2022 |