Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN CAPITAL ADVISORY LLC | COM | 3651 | $13,270 | 25 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BEAIRD HARRIS WEALTH MANAGEMENT LLC | COM | 3652 | $13,558 | 25 | 0.00 | 0.00 | 11 | 78.57 | 06-30-2024 |
IBEX WEALTH ADVISORS | COM | 3653 | $13,825 | 25 | 0.00 | 1.64 | -10,991 | -99.77 | 06-30-2024 |
BALDRIGE ASSET MANAGEMENT LLC | COM | 3654 | $14,000 | 24 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2023 |