Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NOVAK & POWELL FINANCIAL SERVICES INC | COM | 2751 | $209,532 | 524 | 0.00 | 524 | +Inf | 12-31-2023 | |
MBE WEALTH MANAGEMENT LLC | COM | 2752 | $215,224 | 524 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 2753 | $211,914 | 523 | 0.00 | 523 | +Inf | 06-30-2023 | |
MACHINA CAPITAL SAS | COM | 2754 | $211,509 | 522 | 0.00 | 522 | +Inf | 06-30-2023 |