Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTRAL VALLEY ADVISORS LLC | COM | 2051 | $1,100,551 | 29,023 | 0.00 | 0.00 | -223 | -0.76 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 2052 | $1,196,000 | 29,003 | 0.27 | 0.27 | 1,120 | 4.02 | 06-30-2021 |
PURE FINANCIAL ADVISORS LLC | COM | 2053 | $1,093,387 | 28,834 | 0.00 | 0.00 | 14,593 | 102.47 | 03-31-2024 |
NAVALIGN LLC | COM | 2054 | $1,091,213 | 28,777 | 0.00 | 0.00 | 1,299 | 4.73 | 03-31-2024 |