Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AA FINANCIAL ADVISORS LLC | COM NEW | 1751 | $413,617 | 4,277 | 0.00 | 4,277 | +Inf | 03-31-2024 | |
GIRARD PARTNERS LTD | Stock | 1752 | $413,435 | 4,275 | 0.00 | 0.00 | 929 | 27.76 | 03-31-2024 |
CLARIUS GROUP LLC | COM NEW | 1753 | $412,942 | 4,270 | 0.00 | 0.00 | -895 | -17.33 | 03-31-2024 |
ASPEN GROVE CAPITAL LLC | COM NEW | 1754 | $410,285 | 4,247 | 0.00 | 0.00 | 742 | 21.17 | 12-31-2023 |