Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPE INVESTMENT ADVISORY INC | COM | 4551 | $339,080 | 685 | 0.00 | 0.00 | 151 | 28.28 | 12-31-2023 |
ALLIANCE WEALTH ADVISORS LLC /UT | COM | 4552 | $618,939 | 685 | 0.00 | 0.00 | 171 | 33.27 | 03-31-2024 |
CYPRESS POINT WEALTH MANAGEMENT LLC | COM | 4553 | $618,939 | 685 | 0.00 | 0.00 | 139 | 25.46 | 03-31-2024 |
NALLS SHERBAKOFF GROUP LLC | COM | 4554 | $338,833 | 684 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |