Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASPEN INVESTMENT MANAGEMENT INC | COM | 1001 | $227,000 | 3,809 | 0.12 | 0.13 | 9 | 0.24 | 03-31-2024 |
AQUATIC CAPITAL MANAGEMENT LLC | COM | 1002 | $226,290 | 3,800 | 0.00 | 0.26 | -143,200 | -97.41 | 03-31-2024 |
SYNERGY FINANCIAL GROUP LTD | COM | 1003 | $225,635 | 3,789 | 0.00 | 3,789 | +Inf | 03-31-2024 | |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 1004 | $225,414 | 3,785 | 0.00 | 3,785 | +Inf | 03-31-2024 |