Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOLDEN STATE EQUITY PARTNERS | COM | 1301 | $221,397 | 498 | 0.00 | 498 | +Inf | 09-30-2023 | |
CAMPION ASSET MANAGEMENT | COM | 1302 | $356,949 | 495 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FORA CAPITAL LLC | COM | 1303 | $356,949 | 495 | 0.00 | 0.00 | -1,100 | -68.97 | 03-31-2024 |
TACTIVE ADVISORS LLC | COM | 1304 | $218,231 | 490 | 0.00 | 490 | +Inf | 06-30-2023 |