Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSPIRE ADVISORS LLC | COM | 2351 | $1,637,837 | 16,382 | 0.00 | 0.00 | 787 | 5.05 | 12-31-2023 |
GLEASON GROUP INC | COM | 2352 | $1,902,944 | 16,371 | 0.00 | 0.00 | -82 | -0.50 | 03-31-2024 |
LAKERIDGE WEALTH MANAGEMENT LLC | COM | 2353 | $1,636,585 | 16,369 | 0.00 | 16,369 | +Inf | 12-31-2023 | |
CUBIC ASSET MANAGEMENT LLC | COM | 2354 | $1,901,221 | 16,356 | 0.00 | 0.00 | -10 | -0.06 | 03-31-2024 |