Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALPHAMARK ADVISORS LLC | COM | 2701 | $34,000 | 331 | 0.01 | 0.01 | 122 | 58.37 | 03-31-2024 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 2702 | $33,469 | 330 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 2703 | $32,860 | 324 | 0.00 | 324 | +Inf | 03-31-2024 | |
OFI INVEST ASSET MANAGEMENT | COM | Liquidated | $30,144 | 321 | 0.00 | 0.00 | 321 | +Inf | 03-31-2024 |