Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL MANAGEMENT CORP /VA | COM | 5501 | $276,531 | 1,820 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CADENT CAPITAL ADVISORS LLC | COM | 5502 | $326,098 | 1,808 | 0.00 | 0.00 | -270 | -12.99 | 03-31-2024 |
DARROW COMPANY INC | COM | 5503 | $325,586 | 1,805 | 0.00 | 1,805 | +Inf | 03-31-2024 | |
CENTERED WEALTH LLC DBA MILLER EQUITY CAPITAL ADVISORS | COM | 5504 | $325,586 | 1,805 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |