Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KATHMERE CAPITAL MANAGEMENT LLC | COM | 2101 | $2,488,453 | 6,487 | 0.00 | 0.00 | 905 | 16.21 | 03-31-2024 |
O'DELL GROUP LLC | COM | 2102 | $2,484,220 | 6,476 | 0.00 | 0.00 | -76 | -1.16 | 03-31-2024 |
ZEKE CAPITAL ADVISORS LLC | Stock | 2103 | $1,778,000 | 6,443 | 0.13 | 0.10 | 28 | 0.44 | 09-30-2022 |
GRANITE GROUP ADVISORS LLC | COM | 2104 | $2,384,415 | 6,418 | 0.00 | 6,418 | +Inf | 12-31-2023 |