Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ORCA INVESTMENT MANAGEMENT LLC | COM | 1951 | $658,556 | 7,206 | 0.00 | 0.00 | -288 | -3.84 | 03-31-2024 |
CATALYST FINANCIAL PARTNERS LLC | COM | 1952 | $691,080 | 7,198 | 0.00 | 0.00 | -655 | -8.34 | 12-31-2023 |
STEWARD PARTNERS INVESTMENT SOLUTIONS LLC | Common Stock | 1953 | $688,775 | 7,174 | 0.00 | 7,174 | +Inf | 12-31-2023 | |
JW COLE ADVISORS INC | COM | 1954 | $687,365 | 7,159 | 0.00 | 0.00 | 901 | 14.40 | 12-31-2023 |