Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEARSTEAD ADVISORS LLC | COM | 1551 | $922,142 | 7,584 | 0.00 | 0.00 | 932 | 14.01 | 03-31-2024 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | COM | 1552 | $963,600 | 7,571 | 0.00 | 0.00 | 549 | 7.82 | 03-31-2024 |
CHESAPEAKE WEALTH MANAGEMENT | COM | 1553 | $963,000 | 7,566 | 0.00 | 0.00 | -277 | -3.53 | 03-31-2024 |
SUTTON PLACE INVESTORS LLC | COM | 1554 | $960,455 | 7,546 | 0.00 | 0.00 | 944 | 14.30 | 03-31-2024 |