Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WAMBOLT & ASSOCIATES LLC | COM | Liquidated | $0 | 0 | 0.13 | 1,267 | +Inf | 12-31-2023 | |
ACORN WEALTH ADVISORS LLC | COM | 2652 | $223,739 | 1,263 | 0.00 | 1,263 | +Inf | 03-31-2024 | |
Q3 ASSET MANAGEMENT | C | 2653 | $222,000 | 1,262 | 0.06 | 1,262 | +Inf | 03-31-2024 | |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 2654 | $179,022 | 1,257 | 0.00 | 0.00 | 7 | 0.56 | 12-31-2023 |