Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OAK ASSET MANAGEMENT LLC | COM | 2851 | $595,656 | 6,597 | 0.00 | 0.00 | -590 | -8.21 | 12-31-2023 |
STRATEGIC WEALTH PARTNERS LTD | COM | 2852 | $805,185 | 6,580 | 0.00 | 0.00 | 524 | 8.65 | 03-31-2024 |
ROI FINANCIAL ADVISORS LLC | COM | 2853 | $593,000 | 6,570 | 0.00 | 6,570 | +Inf | 12-31-2023 | |
HEXAGON CAPITAL PARTNERS LLC | Stock | 2854 | $803,652 | 6,568 | 0.00 | 0.00 | 14 | 0.21 | 03-31-2024 |