Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPE INVESTMENT ADVISORY INC | COM | 201 | $74,237 | 6,433 | 0.00 | 6,433 | +Inf | 12-31-2023 | |
INVESTORS RESEARCH CORP | COM | 202 | $62,278 | 5,971 | 0.00 | 5,971 | +Inf | 03-31-2024 | |
JPMORGAN CHASE & CO | COMMON | 203 | $59,003 | 5,657 | 0.00 | 0.00 | -2,867 | -33.63 | 03-31-2024 |
OPTIMUM INVESTMENT ADVISORS | COM | 204 | $52,150 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |