Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENCOMPASS MORE ASSET MANAGEMENT | COM | 2551 | $352,004 | 1,715 | 0.00 | 0.00 | 356 | 26.20 | 03-31-2024 |
COURT PLACE ADVISORS LLC | COM | 2552 | $351,739 | 1,714 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IGNITE PLANNERS LLC | COM | 2553 | $345,639 | 1,711 | 0.00 | 0.00 | 42 | 2.52 | 03-31-2024 |
SECURITY ASSET MANAGEMENT | COM | 2554 | $326,189 | 1,707 | 0.00 | 0.16 | 124 | 7.83 | 03-31-2023 |