Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARADIGM FINANCIAL PARTNERS LLC | COM | 1901 | $1,143,443 | 39,717 | 0.00 | 0.00 | -1,419 | -3.45 | 12-31-2023 |
INSIGHT ADVISORS LLC/ PA | COM | 1902 | $1,452,861 | 39,609 | 0.00 | 0.00 | -72 | -0.18 | 06-30-2023 |
TRUWEALTH ADVISORS LLC | COM | 1903 | $1,098,695 | 39,593 | 0.00 | 0.00 | -1,032 | -2.54 | 03-31-2024 |
INVESTORS RESEARCH CORP | COM | 1904 | $1,139,249 | 39,571 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |