Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NATIONS FINANCIAL GROUP INC /IA/ /ADV | Stock | 551 | $1,258,417 | 16,038 | 0.00 | 0.00 | 584 | 3.78 | 06-30-2024 |
MOGY JOEL R INVESTMENT COUNSEL INC | COM | 552 | $1,289,941 | 15,708 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AQUATIC CAPITAL MANAGEMENT LLC | COM | 553 | $1,231,822 | 15,700 | 0.00 | 0.00 | -10,300 | -39.62 | 06-30-2024 |
OPPENHEIMER & CO INC | COM | 554 | $1,320,122 | 15,684 | 0.00 | 0.00 | 1,166 | 8.03 | 12-31-2023 |