Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SWM ADVISORS | COM | 2751 | $220,000 | 850 | 0.21 | 0.20 | 0 | 0.00 | 09-30-2022 |
FDX ADVISORS INC | Common Stock | 2752 | $211,000 | 846 | 0.06 | 0.05 | -1,643 | -66.01 | 06-30-2024 |
ASPIRE PRIVATE CAPITAL LLC | COM | 2753 | $211,402 | 846 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
WAYFINDING FINANCIAL LLC | Stock | 2754 | $211,000 | 845 | 0.12 | 0.12 | -2 | -0.24 | 06-30-2024 |