Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRELUDE CAPITAL MANAGEMENT LLC | COM | 1001 | $600,750 | 2,886 | 0.00 | 2,886 | +Inf | 03-31-2023 | |
FEDERATED HERMES INC | COM | 1002 | $702,196 | 2,884 | 0.00 | 0.00 | -642 | -18.21 | 12-31-2023 |
ARKADIOS WEALTH ADVISORS | Stock | 1003 | $749,250 | 2,877 | 0.00 | 0.00 | -128 | -4.26 | 03-31-2024 |
SMITH SALLEY WEALTH MANAGEMENT | COM | 1004 | $746,056 | 2,865 | 0.00 | 0.00 | -761 | -20.99 | 03-31-2024 |