Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TITUS WEALTH MANAGEMENT | COM | 2151 | $368,000 | 2,060 | 0.18 | 0.21 | 5 | 0.24 | 06-30-2022 |
TOTAL INVESTMENT MANAGEMENT INC | COM | 2152 | $754,270 | 2,058 | 0.00 | 0.00 | -117 | -5.38 | 03-31-2024 |
ADDISON ADVISORS LLC | COM | 2153 | $606,716 | 2,052 | 0.00 | 0.00 | 457 | 28.65 | 12-31-2023 |
TILT INVESTMENT MANAGEMENT HOLDINGS PBC | COM | 2154 | $606,419 | 2,051 | 0.00 | 0.00 | -654 | -24.18 | 12-31-2023 |