Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARDIFF PARK ADVISORS LLC | COM | 2401 | $322,585 | 1,291 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | COM | 2402 | $321,807 | 1,288 | 0.00 | 0.00 | 178 | 16.04 | 06-30-2024 |
SENTRY LLC | COM | 2403 | $321,057 | 1,285 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
STRATEGIC WEALTH PARTNERS LTD | COM | 2404 | $320,523 | 1,284 | 0.00 | 0.00 | 191 | 17.47 | 03-31-2024 |