Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EA SERIES TRUST | COM | 1051 | $281,010 | 760 | 0.00 | 760 | +Inf | 06-30-2023 | |
J2 CAPITAL MANAGEMENT INC | COM | 1052 | $310,946 | 760 | 0.00 | 0.00 | -8 | -1.04 | 09-30-2023 |
LARSON FINANCIAL GROUP LLC | COM | 1053 | $302,396 | 746 | 0.00 | 0.00 | 115 | 18.23 | 12-31-2023 |
ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 1054 | $162,134 | 739 | 0.00 | 739 | +Inf | 03-31-2024 |