Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SANFORD ADVISORY SERVICES LLC | COM | 1951 | $306,000 | 4,931 | 0.09 | 0.10 | -1,294 | -20.79 | 09-30-2022 |
COMMONS CAPITAL LLC | COM | 1952 | $499,845 | 4,928 | 0.00 | 0.00 | 340 | 7.41 | 03-31-2024 |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 1953 | $414,030 | 4,883 | 0.00 | 0.00 | -91 | -1.83 | 06-30-2023 |
BRISTLECONE ADVISORS LLC | COM | 1954 | $494,930 | 4,880 | 0.00 | 0.00 | -108 | -2.17 | 03-31-2024 |