Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FCF ADVISORS LLC | COM | 2651 | $1,248,972 | 8,231 | 0.00 | 0.00 | 13 | 0.16 | 06-30-2023 |
STRATEGIC WEALTH MANAGEMENT GROUP LLC | COM | 2652 | $1,109,000 | 8,221 | 0.40 | 0.60 | -3,432 | -29.45 | 06-30-2021 |
EPG WEALTH MANAGEMENT LLC | COM | 2653 | $1,332,732 | 8,214 | 0.00 | 0.00 | 2 | 0.02 | 03-31-2024 |
PORTLAND GLOBAL ADVISORS LLC | COM | 2654 | $1,198,000 | 8,214 | 0.20 | 0.21 | -125 | -1.50 | 09-30-2023 |