Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEAM HEWINS LLC | COM | 2651 | $1,752,113 | 11,076 | 0.00 | 0.00 | 480 | 4.53 | 03-31-2024 |
MENDEL MONEY MANAGEMENT | COM | 2652 | $1,732,604 | 11,054 | 0.00 | 11,054 | +Inf | 12-31-2023 | |
TRAYNOR CAPITAL MANAGEMENT INC | COM | 2653 | $1,748,253 | 11,052 | 0.00 | 0.00 | -1,004 | -8.33 | 03-31-2024 |
ELLIS INVESTMENT PARTNERS LLC | COM | 2654 | $1,746,344 | 11,040 | 0.00 | 0.00 | 25 | 0.23 | 03-31-2024 |