Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AXIOM INVESTMENT MANAGEMENT LLC | COM | 2901 | $163,000 | 627 | 0.33 | 627 | +Inf | 09-30-2022 | |
FAMILY FIRM INC | Stock | 2902 | $155,813 | 624 | 0.00 | 624 | +Inf | 06-30-2024 | |
BEAIRD HARRIS WEALTH MANAGEMENT LLC | COM | 2903 | $151,502 | 606 | 0.00 | 0.00 | 11 | 1.85 | 06-30-2024 |
LENOX WEALTH ADVISORS LLC | COM | 2904 | $180,000 | 601 | 0.02 | 0.02 | -7 | -1.15 | 03-31-2022 |