Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREAT LAKES RETIREMENT INC | COM | 701 | $8,974,761 | 60,883 | 0.00 | 60,883 | +Inf | 12-31-2023 | |
APOLLON WEALTH MANAGEMENT LLC | COM | 702 | $10,972,002 | 60,790 | 0.00 | 0.00 | 3,366 | 5.86 | 03-31-2024 |
SNOWDEN CAPITAL ADVISORS LLC | COM | Liquidated | $10,643,856 | 58,972 | 0.00 | 0.00 | 43,628 | 284.33 | 03-31-2024 |
CFM WEALTH PARTNERS LLC | COM | 704 | $10,616,061 | 58,818 | 0.00 | 0.00 | 5,967 | 11.29 | 03-31-2024 |