Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTURION WEALTH MANAGEMENT LLC | COM | 2551 | $468,779 | 2,219 | 0.00 | 2,219 | +Inf | 06-30-2023 | |
INVESTORS RESEARCH CORP | COM | 2552 | $667,716 | 2,217 | 0.00 | 0.00 | -1,669 | -42.95 | 03-31-2024 |
BLUE BARN WEALTH LLC | COM | 2553 | $664,704 | 2,207 | 0.00 | 0.00 | 39 | 1.80 | 03-31-2024 |
ORRSTOWN FINANCIAL SERVICES INC | Common Stock | 2554 | $664,102 | 2,205 | 0.00 | 0.00 | 535 | 32.04 | 03-31-2024 |