Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARKS WEALTH LLC | COM | 4601 | $239,222 | 2,058 | 0.00 | 0.00 | -15 | -0.72 | 03-31-2024 |
KEELEY-TETON ADVISORS LLC | COM | 4602 | $225,624 | 2,057 | 0.00 | 2,057 | +Inf | 03-31-2023 | |
CGC FINANCIAL SERVICES LLC | COM | 4603 | $205,351 | 2,054 | 0.00 | 2,054 | +Inf | 12-31-2023 | |
BETTERWEALTH LLC | COM | 4604 | $238,457 | 2,051 | 0.00 | 0.00 | 5 | 0.24 | 03-31-2024 |