Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSTITUTE FOR WEALTH MANAGEMENT LLC | COM | 1651 | $1,169,439 | 19,436 | 0.00 | 0.00 | 13,307 | 217.12 | 03-31-2024 |
PROFUND ADVISORS LLC | COM | 1652 | $3,064,085 | 19,436 | 0.00 | 0.00 | -348 | -1.76 | 12-31-2023 |
CARMICHAEL HILL & ASSOCIATES INC | COM | 1653 | $1,169,296 | 19,433 | 0.00 | 0.00 | 12,986 | 201.43 | 03-31-2024 |
BURLESON & COMPANY LLC | COM | 1654 | $2,520,000 | 19,427 | 0.54 | 0.48 | 1,041 | 5.66 | 09-30-2022 |