Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOULE FINANCIAL LLC | COM | 2651 | $337,428 | 1,236 | 0.00 | 0.00 | -22 | -1.75 | 09-30-2023 |
OAKWORTH CAPITAL INC | COMMON STOCK | 2652 | $303,872 | 1,235 | 0.00 | 0.00 | 100 | 8.81 | 06-30-2023 |
NEWPORT WEALTH STRATEGIES INC | COM | 2653 | $237,000 | 1,235 | 0.14 | 0.16 | 0 | 0.00 | 09-30-2021 |
MCF ADVISORS LLC | COM | 2654 | $451,996 | 1,234 | 0.00 | 0.00 | -490 | -28.42 | 03-31-2024 |