Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FREEDOM INVESTMENT MANAGEMENT INC | COM | 2201 | $7,341,176 | 8,125 | 0.00 | 0.00 | -591 | -6.78 | 03-31-2024 |
TYCHE WEALTH PARTNERS LLC | COM | 2202 | $7,338,956 | 8,122 | 0.00 | 0.00 | -1,996 | -19.73 | 03-31-2024 |
MCADAM LLC | COM | 2203 | $7,316,008 | 8,097 | 0.00 | 0.00 | 4,773 | 143.59 | 03-31-2024 |
FERNWOOD INVESTMENT MANAGEMENT LLC | Stock | 2204 | $7,264,322 | 8,095 | 0.00 | 0.00 | -1,597 | -16.48 | 03-31-2024 |