Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 2751 | $105,840 | 1,125 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ACIMA PRIVATE WEALTH LLC | Stock | 2752 | $105,652 | 1,123 | 0.00 | 0.05 | 0 | 0.00 | 12-31-2023 |
SAGE PRIVATE WEALTH GROUP LLC | COM | 2753 | $93,000 | 1,121 | 0.12 | 0.16 | 15 | 1.36 | 09-30-2022 |
COVE STREET CAPITAL LLC | COM | 2754 | $107,382 | 1,100 | 0.00 | 0.03 | 0 | 0.00 | 06-30-2023 |