Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KOWAL INVESTMENT GROUP LLC | COM | 3351 | $3,115,703 | 17,273 | 0.00 | 0.00 | 1,512 | 9.59 | 03-31-2024 |
KOA WEALTH MANAGEMENT LLC | COM | 3352 | $3,111,916 | 17,252 | 0.00 | 17,252 | +Inf | 03-31-2024 | |
PEDDOCK CAPITAL ADVISORS LLC | COM | 3353 | $3,110,833 | 17,246 | 0.00 | 0.00 | 1,108 | 6.87 | 03-31-2024 |
LEGATO CAPITAL MANAGEMENT LLC | COM | 3354 | $3,109,751 | 17,240 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |