Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KNOTT DAVID M JR | Common | 2801 | $409,000 | 2,142 | 0.14 | 0.13 | 0 | 0.00 | 03-31-2024 |
FIL LTD | COM | 2802 | $408,082 | 2,137 | 0.00 | 0.00 | -26 | -1.20 | 03-31-2024 |
TRIAD FINANCIAL ADVISORS INC | COM | 2803 | $298,699 | 2,129 | 0.00 | 0.00 | 179 | 9.18 | 09-30-2023 |
GLASS WEALTH MANAGEMENT CO LLC | COM | 2804 | $405,790 | 2,125 | 0.00 | 2,125 | +Inf | 03-31-2024 |