Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
THRIVE WEALTH MANAGEMENT LLC | COM | 1751 | $1,610,109 | 48,541 | 0.00 | 0.00 | 2,626 | 5.72 | 09-30-2023 |
INTEGRATED ADVISORS NETWORK LLC | COM | 1752 | $1,397,398 | 48,538 | 0.00 | 0.00 | -2,322 | -4.57 | 12-31-2023 |
SUMMIT GLOBAL INVESTMENTS | COM | 1753 | $1,346,000 | 48,495 | 0.10 | 0.18 | -45,281 | -48.29 | 03-31-2024 |
STOLPER CO | COM | 1754 | $1,342,000 | 48,349 | 0.48 | 0.51 | 4,036 | 9.11 | 03-31-2024 |