Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | COM | 2551 | $479,204 | 2,726 | 0.00 | 0.00 | 1,077 | 65.31 | 03-31-2024 |
EPG WEALTH MANAGEMENT LLC | COM | 2552 | $479,028 | 2,725 | 0.00 | 0.00 | 772 | 39.53 | 03-31-2024 |
ROCKY MOUNTAIN ADVISERS LLC | COM | 2553 | $479,028 | 2,725 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOSTON FINANCIAL MANGEMENT LLC | COM | 2554 | $479,028 | 2,725 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |