Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRAY CAPITAL ADVISORS | COM | 2651 | $11,814,392 | 31,418 | 0.00 | 0.00 | -235 | -0.74 | 12-31-2023 |
GIBRALTAR CAPITAL MANAGEMENT INC | COM | 2652 | $9,919,043 | 31,414 | 0.00 | 0.00 | 1,453 | 4.85 | 09-30-2023 |
GEOWEALTH MANAGEMENT LLC | COM | 2653 | $11,803,000 | 31,388 | 0.98 | 0.16 | 26,928 | 603.77 | 12-31-2023 |
HOLLOW BROOK WEALTH MANAGEMENT LLC | COM | 2654 | $11,798,631 | 31,376 | 0.00 | 0.00 | 972 | 3.20 | 12-31-2023 |