Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTORS RESEARCH CORP | COM NEW | 1251 | $35,495 | 282 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM NEW | 1252 | $38,000 | 279 | 0.01 | 0.00 | 215 | 335.94 | 12-31-2021 |
VENTURI WEALTH MANAGEMENT LLC | COM NEW | 1253 | $34,867 | 277 | 0.00 | 277 | +Inf | 03-31-2024 | |
LINDBROOK CAPITAL LLC | Stock | 1254 | $34,614 | 275 | 0.00 | 0.00 | 44 | 19.05 | 03-31-2024 |