Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLACKDIAMOND WEALTH MANAGEMENT LLC | CAP STK CL C | 3501 | $960,444 | 5,862 | 0.00 | 0.00 | 1,111 | 23.38 | 06-30-2024 |
VIEWPOINT CAPITAL MANAGEMENT LLC | CAP STK CL C | 3502 | $892,034 | 5,859 | 0.00 | 0.00 | 635 | 12.16 | 03-31-2024 |
NAVELLIER & ASSOCIATES INC | COM | 3503 | $1,073,011 | 5,850 | 0.00 | 0.00 | 150 | 2.63 | 06-30-2024 |
SONATA CAPITAL GROUP INC | COM | 3504 | $1,070,000 | 5,831 | 0.55 | 0.38 | 401 | 7.38 | 06-30-2024 |