Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SRS CAPITAL ADVISORS INC | COM | 2651 | $13,338 | 164 | 0.00 | 0.00 | 6 | 3.80 | 12-31-2023 |
HILLSDALE INVESTMENT MANAGEMENT INC | COM | 2652 | $12,962 | 160 | 0.00 | 0.00 | -404 | -71.63 | 12-31-2023 |
FINANCIAL GRAVITY ASSET MANAGEMENT INC | Domestic Equities | 2653 | $12,331 | 158 | 0.00 | 0.13 | 75 | 90.36 | 09-30-2023 |
CSAT INVESTMENT ADVISORY LP | COM | 2654 | $10,000 | 155 | 0.01 | 155 | +Inf | 03-31-2021 |