Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
F/M INVESTMENTS LLC | COM | 1751 | $2,129,945 | 7,072 | 0.00 | 0.00 | -56 | -0.79 | 03-31-2024 |
JOSEPH GROUP CAPITAL MANAGEMENT | COM | 1752 | $2,129,343 | 7,070 | 0.00 | 0.00 | 1,099 | 18.41 | 03-31-2024 |
DERBY & COMPANY INC | COM | 1753 | $1,916,000 | 7,066 | 0.39 | 0.36 | 0 | 0.00 | 09-30-2021 |
US CAPITAL WEALTH ADVISORS LLC | COM | 1754 | $2,117,597 | 7,031 | 0.00 | 0.00 | -86 | -1.21 | 03-31-2024 |