Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRANDYWINE OAK PRIVATE WEALTH LLC | COM | 1501 | $678,520 | 2,224 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
PATRICK M SWEENEY & ASSOCIATES INC | COM | 1502 | $795,093 | 2,222 | 0.00 | 0.00 | -49 | -2.16 | 03-31-2024 |
CLARIUS GROUP LLC | COM | 1503 | $794,114 | 2,219 | 0.00 | 0.00 | -336 | -13.15 | 03-31-2024 |
VIRTUS ETF ADVISERS LLC | COM | 1504 | $663,903 | 2,217 | 0.00 | 2,217 | +Inf | 12-31-2023 |