Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AXIOM INVESTMENT MANAGEMENT LLC | COM | 1751 | $111,000 | 755 | 0.22 | 755 | +Inf | 09-30-2022 | |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 1752 | $158,673 | 753 | 0.00 | 0.00 | 74 | 10.90 | 06-30-2024 |
PCA INVESTMENT ADVISORY SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 753 | +Inf | 03-31-2024 | |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 1754 | $157,197 | 746 | 0.00 | 0.00 | 40 | 5.67 | 06-30-2024 |