Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KAYDAN WEALTH MANAGEMENT INC | COM | 1101 | $2,030,912 | 5,675 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AAFMAA WEALTH MANAGEMENT & TRUST LLC | COM | 1102 | $2,018,745 | 5,641 | 0.00 | 0.00 | 879 | 18.46 | 03-31-2024 |
RITHOLTZ WEALTH MANAGEMENT | COM | 1103 | $2,010,407 | 5,618 | 0.00 | 0.00 | 333 | 6.30 | 03-31-2024 |
CORSICANA & CO | COM | 1104 | $1,133,000 | 5,595 | 0.95 | 0.88 | 0 | 0.00 | 09-30-2022 |