Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RESOURCE MANAGEMENT LLC | COM | 2901 | $424,000 | 3,590 | 0.05 | 0.04 | 616 | 20.71 | 09-30-2021 |
CAPSTONE FINANCIAL ADVISORS INC | COM | 2902 | $407,938 | 3,589 | 0.00 | 0.00 | -80 | -2.18 | 03-31-2024 |
ABACUS PLANNING GROUP INC | COM | 2903 | $394,821 | 3,587 | 0.00 | 0.00 | -47 | -1.29 | 12-31-2023 |
EUDAIMONIA ADVISORS LLC | Stock | 2904 | $407,443 | 3,585 | 0.00 | 3,585 | +Inf | 03-31-2024 |