Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORRADO ADVISORS LLC | COM | 1201 | $2,691,990 | 14,097 | 0.00 | 0.00 | -449 | -3.09 | 03-31-2024 |
LYNCH ASSET MANAGEMENT INC | COM | 1202 | $2,682,988 | 14,050 | 0.00 | 0.00 | -300 | -2.09 | 03-31-2024 |
SKYOAK WEALTH LLC | COM | 1203 | $2,659,595 | 13,927 | 0.00 | 0.00 | 129 | 0.93 | 03-31-2024 |
DESERET MUTUAL BENEFIT ADMINISTRATORS | COM | 1204 | $2,646,324 | 13,858 | 0.00 | 0.00 | 847 | 6.51 | 03-31-2024 |