Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARKOS GLOBAL ADVISORS | Stock | 3551 | $319,000 | 564 | 0.07 | 0.05 | 64 | 12.80 | 09-30-2023 |
MARINER LLC | Stock | 3552 | $413,477 | 564 | 0.00 | 564 | +Inf | 03-31-2024 | |
TILLMAN HARTLEY LLC | COM | 3553 | $411,738 | 562 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STRATEGIC FAMILY WEALTH COUNSELORS LLC | COM | 3554 | $411,941 | 562 | 0.00 | 0.00 | -2 | -0.35 | 03-31-2024 |