Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREEKMUR ASSET MANAGEMENT LLC | COM | 1751 | $4,303 | 143 | 0.00 | 143 | +Inf | 12-31-2023 | |
CLARIVEST ASSET MANAGEMENT LLC | COM | 1752 | $4,245 | 141 | 0.00 | 0.00 | 126 | 840.00 | 12-31-2023 |
RICHARDSON FINANCIAL SERVICES INC | Common Stock | 1753 | $4,231 | 140 | 0.00 | 140 | +Inf | 03-31-2024 | |
KOZAK & ASSOCIATES INC | Stock | 1754 | $4,039 | 130 | 0.00 | 130 | +Inf | 03-31-2024 |