Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEEDER ADVISORY SERVICES INC | COM | 1101 | $267,208 | 2,104 | 0.00 | 0.00 | 255 | 13.79 | 12-31-2023 |
AIMZ INVESTMENT ADVISORS LLC | COM | 1102 | $206,000 | 2,078 | 0.10 | 0.11 | 0 | 0.00 | 12-31-2022 |
GLADSTONE INSTITUTIONAL ADVISORY LLC | COM | 1103 | $261,592 | 2,060 | 0.00 | 0.00 | 186 | 9.93 | 12-31-2023 |
VALEO FINANCIAL ADVISORS LLC | Stock | 1104 | $274,371 | 2,053 | 0.00 | 0.00 | 20 | 0.98 | 03-31-2024 |