Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST CAPITAL ADVISORS GROUP LLC | COM | 2751 | $84,964 | 387 | 0.00 | 387 | +Inf | 06-30-2023 | |
CASTLEVIEW PARTNERS LLC | COM | 2752 | $88,930 | 382 | 0.00 | 0.00 | 182 | 91.00 | 12-31-2023 |
CAPITAL ANALYSTS LLC | COM | 2753 | $94,000 | 375 | 0.00 | 0.00 | 8 | 2.18 | 03-31-2024 |
MAGELLAN ASSET MANAGEMENT LTD | COM | 2754 | $83,000 | 365 | 0.00 | 365 | +Inf | 09-30-2022 |