Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HAZLETT BURT & WATSON INC | COM | 2551 | $677,000 | 1,332 | 0.41 | 0.50 | 90 | 7.25 | 03-31-2024 |
REGENT PEAK WEALTH ADVISORS LLC | COM | 2552 | $670,613 | 1,329 | 0.00 | 0.00 | -33 | -2.42 | 03-31-2024 |
ARCHER INVESTMENT CORP | COM | 2553 | $664,054 | 1,316 | 0.00 | 1,316 | +Inf | 03-31-2024 | |
TITLEIST ASSET MANAGEMENT LTD | COM | 2554 | $442,873 | 1,316 | 0.00 | 0.95 | -13,818 | -91.30 | 12-31-2022 |