Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PETERSON WEALTH SERVICES | COM | 2351 | $524,323 | 2,905 | 0.00 | 0.00 | 3 | 0.10 | 03-31-2024 |
CENTER FOR FINANCIAL PLANNING INC | COM | 2352 | $523,963 | 2,903 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
QCM CAYMAN LTD | COM | 2353 | $297,458 | 2,893 | 0.00 | 2,893 | +Inf | 09-30-2023 | |
MOSAIC FAMILY WEALTH PARTNERS LLC | COM | 2354 | $297,132 | 2,890 | 0.00 | 0.00 | 200 | 7.43 | 09-30-2023 |