Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL GRAVITY ASSET MANAGEMENT INC | COMMON STOCK | 3701 | $1,287,705 | 57 | 0.00 | 57 | +Inf | 09-30-2023 | |
CORE WEALTH ADVISORS INC | COM | 3702 | $15,354 | 54 | 0.00 | 54 | +Inf | 03-31-2024 | |
FERNWOOD INVESTMENT MANAGEMENT LLC | Stock | 3703 | $15,069 | 53 | 0.00 | 53 | +Inf | 03-31-2024 | |
SJS INVESTMENT CONSULTING INC | COM | 3704 | $15,084 | 53 | 0.00 | 0.00 | 6 | 12.77 | 03-31-2024 |