Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | COM | 1301 | $25,646 | 164 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 1302 | $25,490 | 163 | 0.00 | 0.00 | 40 | 32.52 | 03-31-2024 |
GEN-WEALTH PARTNERS INC | Stock | 1303 | $25,177 | 161 | 0.00 | 161 | +Inf | 03-31-2024 | |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 1304 | $25,000 | 161 | 0.00 | 0.01 | -120 | -42.70 | 03-31-2024 |