Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL ADVISORY GROUP | COM | 2851 | $390,749 | 3,550 | 0.00 | 0.00 | 250 | 7.58 | 12-31-2023 |
NUWAVE INVESTMENT MANAGEMENT LLC | COM | 2852 | $343,000 | 3,550 | 0.39 | 3,550 | +Inf | 09-30-2022 | |
CHARTER OAK CAPITAL MANAGEMENT LLC | COM | 2853 | $403,088 | 3,546 | 0.00 | 0.00 | 53 | 1.52 | 03-31-2024 |
FOUNDERS FINANCIAL ALLIANCE LLC | COM | 2854 | $390,124 | 3,544 | 0.00 | 0.00 | 2 | 0.06 | 12-31-2023 |