Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FREEDOM INVESTMENT MANAGEMENT INC | COM NEW | 601 | $615,056 | 9,086 | 0.00 | 0.00 | -3,001 | -24.83 | 03-31-2024 |
NEO IVY CAPITAL MANAGEMENT | Stock | 602 | $342,000 | 9,062 | 0.37 | 9,062 | +Inf | 03-31-2021 | |
VESTCOR INC | COM NEW | 603 | $601,000 | 8,885 | 0.02 | 0.02 | -930 | -9.48 | 03-31-2024 |
ASHTON THOMAS PRIVATE WEALTH LLC | Stock | 604 | $281,098 | 8,834 | 0.00 | 8,834 | +Inf | 12-31-2022 |