Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANNING CAPITAL MANAGEMENT CORP | COM | 2751 | $21,771 | 112 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
EDGEROCK CAPITAL LLC | COM | 2752 | $21,381 | 110 | 0.00 | 110 | +Inf | 06-30-2024 | |
BEACON CAPITAL MANAGEMENT LLC | COM | 2753 | $21,139 | 109 | 0.00 | 0.00 | -9 | -7.63 | 06-30-2024 |
BELL INVESTMENT ADVISORS INC | COM | 2754 | $21,538 | 109 | 0.00 | 0.00 | -3 | -2.68 | 03-31-2024 |