Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HF ADVISORY GROUP LLC | COM | 2551 | $1,683,932 | 14,487 | 0.00 | 0.00 | 3,031 | 26.46 | 03-31-2024 |
MELFA WEALTH MANAGEMENT INC | COM | 2552 | $1,683,267 | 14,481 | 0.00 | 0.00 | 1,832 | 14.48 | 03-31-2024 |
VIRTUE CAPITAL MANAGEMENT LLC | COM | 2553 | $1,784,346 | 14,480 | 0.00 | 0.00 | -219 | -1.49 | 03-31-2024 |
WEALTH EFFECTS LLC | COM | 2554 | $1,682,701 | 14,476 | 0.00 | 0.00 | 2,281 | 18.70 | 03-31-2024 |