Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IMS CAPITAL MANAGEMENT | COM | 1651 | $296,000 | 9,626 | 0.00 | 0.00 | 3,162 | 48.92 | 09-30-2023 |
DRW SECURITIES LLC | COM | 1652 | $356,353 | 9,613 | 0.00 | 0.00 | -754 | -7.27 | 03-31-2024 |
OAK HILL WEALTH ADVISORS LLC | COM | 1653 | $354,945 | 9,575 | 0.00 | 0.00 | -3,755 | -28.17 | 03-31-2024 |
DAKOTA WEALTH MANAGEMENT | COM | 1654 | $354,747 | 9,570 | 0.00 | 0.00 | -1,463 | -13.26 | 03-31-2024 |