Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
APPLIED CAPITAL LLC/FL | COM | 3051 | $343,633 | 681 | 0.00 | 0.00 | -141 | -17.15 | 03-31-2024 |
CONESTOGA CAPITAL ADVISORS LLC | COM | 3052 | $405,688 | 680 | 0.00 | 0.00 | -10 | -1.45 | 12-31-2023 |
CENTURION WEALTH MANAGEMENT LLC | COM | 3053 | $332,024 | 679 | 0.00 | 679 | +Inf | 06-30-2023 | |
PLANNED SOLUTIONS INC | Stock | 3054 | $342,119 | 678 | 0.00 | 0.00 | 22 | 3.35 | 03-31-2024 |