Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATRIOT INVESTMENT MANAGEMENT GROUP INC | COM | 2251 | $2,564,397 | 16,465 | 0.00 | 0.00 | -2,555 | -13.43 | 09-30-2023 |
PELOTON WEALTH STRATEGISTS | Stock | 2252 | $2,576,000 | 16,433 | 0.70 | 1.22 | -545 | -3.21 | 12-31-2023 |
HARMONY ASSET MANAGEMENT LLC | COM | 2253 | $2,570,458 | 16,400 | 0.00 | 16,400 | +Inf | 12-31-2023 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 2254 | $2,646,000 | 16,387 | 0.42 | 0.36 | 2,723 | 19.93 | 09-30-2021 |