Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERGREEN CAPITAL MANAGEMENT LLC | COM | 1551 | $1,064,708 | 10,498 | 0.00 | 0.00 | 42 | 0.40 | 03-31-2024 |
USA FINANCIAL FORMULAS | COM | 1552 | $1,064,504 | 10,496 | 0.00 | 0.00 | -620 | -5.58 | 03-31-2024 |
BISON WEALTH LLC | COM | 1553 | $1,064,173 | 10,493 | 0.00 | 0.00 | 58 | 0.56 | 03-31-2024 |
PINE HAVEN INVESTMENT COUNSEL INC | COM | 1554 | $1,063,997 | 10,491 | 0.00 | 0.00 | 60 | 0.58 | 03-31-2024 |