Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RATIONAL ADVISORS LLC | COM | 4101 | $285,239 | 944 | 0.00 | 944 | +Inf | 09-30-2023 | |
ASPEN GROVE CAPITAL LLC | COM | 4102 | $319,171 | 943 | 0.00 | 0.00 | 4 | 0.43 | 12-31-2023 |
KFA PRIVATE WEALTH GROUP LLC | COM | 4103 | $361,630 | 943 | 0.00 | 0.00 | 88 | 10.29 | 03-31-2024 |
BARLOW WEALTH PARTNERS INC | COM | 4104 | $322,298 | 940 | 0.00 | 940 | +Inf | 03-31-2024 |