Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTORS RESEARCH CORP | COM | 2651 | $1,210,773 | 9,176 | 0.00 | 0.00 | -7,307 | -44.33 | 03-31-2024 |
FORT POINT CAPITAL PARTNERS LLC | COM | 2652 | $997,315 | 9,148 | 0.00 | 0.00 | 150 | 1.67 | 12-31-2023 |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 2653 | $1,055,315 | 9,146 | 0.00 | 0.00 | -8 | -0.09 | 06-30-2023 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | 2654 | $1,050,730 | 9,106 | 0.00 | 0.00 | -662 | -6.78 | 06-30-2023 |