Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPTIMUM INVESTMENT ADVISORS | COM | 2151 | $27,714 | 563 | 0.00 | 0.00 | -148 | -20.82 | 03-31-2024 |
ORG PARTNERS LLC | COMMON STOCK | 2152 | $27,430 | 558 | 0.00 | 558 | +Inf | 03-31-2024 | |
LIVE OAK INVESTMENT PARTNERS | COM | 2153 | $24,881 | 557 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | COM | 2154 | $27,399 | 557 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |