Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHCOLLAB LLC | COM | 2351 | $422,991 | 1,623 | 0.00 | 1,623 | +Inf | 12-31-2023 | |
SMITH SALLEY & ASSOCIATES | COM | 2352 | $419,951 | 1,611 | 0.00 | 0.00 | 23 | 1.45 | 12-31-2023 |
HOEY INVESTMENTS INC | COM | 2353 | $339,968 | 1,610 | 0.00 | 0.00 | 215 | 15.41 | 06-30-2023 |
HENNION & WALSH ASSET MANAGEMENT INC | COM | 2354 | $310,328 | 1,608 | 0.00 | 1,608 | +Inf | 03-31-2024 |