Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR CAPITAL ADVISORS LLC | COM | 1201 | $965,889 | 3,768 | 0.00 | 0.00 | -341 | -8.30 | 03-31-2024 |
KEYES STANGE & WOOTEN WEALTH MANAGEMENT LLC | COM | 1202 | $973,551 | 3,757 | 0.00 | 3,757 | +Inf | 03-31-2024 | |
KRS CAPITAL MANAGEMENT LLC | COM | 1203 | $969,929 | 3,743 | 0.00 | 0.00 | -89 | -2.32 | 03-31-2024 |
MARCUM WEALTH LLC | COM | 1204 | $968,369 | 3,737 | 0.00 | 0.00 | 19 | 0.51 | 03-31-2024 |