Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAGELLAN ASSET MANAGEMENT LTD | COM | 1501 | $200,000 | 1,337 | 0.00 | 0.00 | -152 | -10.21 | 09-30-2022 |
SUMMIT GLOBAL INVESTMENTS | COM | 1502 | $275,000 | 1,334 | 0.02 | 0.11 | -7,669 | -85.18 | 03-31-2024 |
DRIVE WEALTH MANAGEMENT LLC | COM | 1503 | $274,659 | 1,333 | 0.00 | 0.00 | -28 | -2.06 | 03-31-2024 |
SPARTAN PLANNING & WEALTH MANAGEMENT | COM | 1504 | $253,480 | 1,332 | 0.00 | 0.00 | -1,162 | -46.59 | 09-30-2023 |