Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HEDGES ASSET MANAGEMENT LLC | COM | 2851 | $464,968 | 7,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
APELLA CAPITAL LLC | COM | 2852 | $453,714 | 7,597 | 0.00 | 0.00 | -709 | -8.54 | 03-31-2024 |
TEN CAPITAL WEALTH ADVISORS LLC | Stock | 2853 | $460,000 | 7,584 | 0.13 | 0.10 | 3,810 | 100.95 | 06-30-2023 |
SUMMITRY LLC | COM | 2854 | $463,867 | 7,582 | 0.00 | 0.00 | -2,054 | -21.32 | 03-31-2024 |