Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DCM ADVISORS LLC | COM | 2051 | $304,000 | 3,952 | 0.13 | 0.61 | -11,778 | -74.88 | 06-30-2022 |
BURLESON & COMPANY LLC | COM | 2052 | $250,000 | 3,949 | 0.05 | 0.07 | -4 | -0.10 | 09-30-2022 |
1858 WEALTH MANAGEMENT LLC | COM | 2053 | $581,680 | 3,946 | 0.00 | 3,946 | +Inf | 03-31-2024 | |
LANSING STREET ADVISORS | Stock | 2054 | $448,805 | 3,940 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |