Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REDPOINT INVESTMENT MANAGEMENT PTY LTD | COM | 851 | $302,000 | 5,640 | 0.04 | 0.04 | -762 | -11.90 | 09-30-2022 |
VENTURI WEALTH MANAGEMENT LLC | COM | 852 | $300,028 | 5,608 | 0.00 | 0.00 | -4,406 | -44.00 | 06-30-2024 |
WESTERN WEALTH MANAGEMENT LLC | COM | 853 | $298,962 | 5,588 | 0.00 | 0.00 | -209 | -3.61 | 06-30-2024 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 854 | $298,589 | 5,581 | 0.00 | 0.00 | 3,956 | 243.45 | 06-30-2024 |