Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLRED CAPITAL MANAGEMENT LLC | COM | 1601 | $383,235 | 596 | 0.00 | 0.14 | -11 | -1.81 | 06-30-2023 |
ATOMI FINANCIAL GROUP INC | COM | 1602 | $577,856 | 595 | 0.00 | 0.00 | 81 | 15.76 | 03-31-2024 |
AFT FORSYTH & COMPANY INC | COM | 1603 | $578,374 | 595 | 0.00 | 0.00 | -25 | -4.03 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 1604 | $338,000 | 594 | 0.05 | 0.06 | 38 | 6.83 | 09-30-2021 |