Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SHELTON CAPITAL MANAGEMENT | COM | 1451 | $252,440 | 5,132 | 0.00 | 0.00 | -100 | -1.91 | 03-31-2024 |
BOGART WEALTH LLC | Stock | 1452 | $252,388 | 5,131 | 0.00 | 0.00 | -1,759 | -25.53 | 03-31-2024 |
FLYNN ZITO CAPITAL MANAGEMENT LLC | COM | 1453 | $252,142 | 5,126 | 0.00 | 0.00 | 686 | 15.45 | 03-31-2024 |
MEMBERS TRUST CO | COM | 1454 | $252,098 | 5,125 | 0.00 | 0.00 | -75 | -1.44 | 03-31-2024 |