Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORUM FINANCIAL MANAGEMENT LP | COM | 1151 | $318,559 | 590 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PDS PLANNING INC | COM | 1152 | $318,019 | 589 | 0.00 | 0.00 | 8 | 1.38 | 03-31-2024 |
HARRELL INVESTMENT PARTNERS LLC | COM | 1153 | $317,479 | 588 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LANDSBERG BENNETT & DUBBANEH LLC | COM | 1154 | $367,000 | 588 | 0.05 | 0.05 | -34 | -5.47 | 09-30-2021 |