Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAKER AVENUE ASSET MANAGEMENT LP | Stock | 1051 | $8,651,635 | 24,965 | 0.00 | 0.37 | 3,474 | 16.16 | 12-31-2023 |
LAUREL WEALTH ADVISORS INC | Stock | 1052 | $7,884,000 | 24,959 | 0.78 | 24,959 | +Inf | 12-31-2022 | |
CURI WEALTH MANAGEMENT LLC | COM | 1053 | $8,647,990 | 24,955 | 0.00 | 0.00 | -2,146 | -7.92 | 12-31-2023 |
VISIONARY WEALTH ADVISORS | COM | 1054 | $8,643,020 | 24,940 | 0.00 | 0.00 | 1,146 | 4.82 | 12-31-2023 |