Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DARWIN WEALTH MANAGEMENT LLC | COM | 2451 | $6,587,595 | 36,521 | 0.00 | 0.00 | -69 | -0.19 | 03-31-2024 |
HORRELL CAPITAL MANAGEMENT INC | COM | 2452 | $6,581,000 | 36,482 | 1.82 | 1.66 | 176 | 0.48 | 03-31-2024 |
KINGFISHER CAPITAL LLC | Equities | 2453 | $6,552,000 | 36,326 | 1.58 | 1.30 | -1,203 | -3.21 | 03-31-2024 |
GUNDERSON CAPITAL MANAGEMENT INC | COM | 2454 | $4,616,617 | 36,317 | 0.00 | 0.00 | -90 | -0.25 | 09-30-2023 |