Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSPIRE ADVISORS LLC | COM | 5351 | $339,429 | 2,234 | 0.00 | 2,234 | +Inf | 12-31-2023 | |
TRIUMPH CAPITAL MANAGEMENT | COM | 5352 | $404,356 | 2,234 | 0.00 | 0.00 | -284 | -11.28 | 03-31-2024 |
ROTH FINANCIAL PARTNERS LLC | COM | 5353 | $400,444 | 2,220 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FREED INVESTMENT GROUP | COM | 5354 | $7,270,000 | 2,213 | 5.54 | 5.94 | -12 | -0.54 | 09-30-2021 |