Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORY ALPHA LLC | COM | 1351 | $295,691 | 1,520 | 0.00 | 1,520 | +Inf | 03-31-2024 | |
BEATON MANAGEMENT CO INC | Common | 1352 | $294,000 | 1,509 | 0.16 | 0.20 | 0 | 0.00 | 03-31-2024 |
ABUNDANCE WEALTH COUNSELORS | COM | 1353 | $293,000 | 1,508 | 0.07 | 0.08 | -183 | -10.82 | 03-31-2024 |
NAVELLIER & ASSOCIATES INC | COM | 1354 | $281,166 | 1,508 | 0.00 | 0.00 | 18 | 1.21 | 12-31-2023 |