Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEAIRD HARRIS WEALTH MANAGEMENT LLC | COM | 2551 | $14,484 | 53 | 0.00 | 0.00 | -19 | -26.39 | 09-30-2023 |
TIMESCALE FINANCIAL INC | COM | 2552 | $15,768 | 52 | 0.00 | 52 | +Inf | 06-30-2023 | |
AMERICA FIRST INVESTMENT ADVISORS LLC | COM | 2553 | $18,251 | 51 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HORIZON FINANCIAL SERVICES LLC | Stock | 2554 | $17,894 | 50 | 0.00 | 50 | +Inf | 03-31-2024 |