Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUSION CAPITAL LLC | COM | 2551 | $362,239 | 744 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SALOMON & LUDWIN LLC | COM | 2552 | $451,854 | 744 | 0.00 | 744 | +Inf | 03-31-2024 | |
WILKINSON GLOBAL ASSET MANAGEMENT LLC | COM | 2553 | $361,752 | 743 | 0.00 | 0.00 | -5 | -0.67 | 12-31-2023 |
ONEASCENT FINANCIAL SERVICES LLC | COM | 2554 | $451,000 | 742 | 0.05 | 0.04 | -2 | -0.27 | 03-31-2024 |