Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WCM INVESTMENT MANAGEMENT LLC | COM | 2851 | $349,714 | 1,230 | 0.00 | 0.00 | 64 | 5.49 | 03-31-2024 |
EPIC TRUST INVESTMENT ADVISORS LLC | COM | 2852 | $348,927 | 1,227 | 0.00 | 0.00 | -54 | -4.22 | 03-31-2024 |
INSCRIPTION CAPITAL LLC | COM | 2853 | $331,110 | 1,225 | 0.00 | 1,225 | +Inf | 03-31-2024 | |
CORNERSTONE WEALTH MANAGEMENT LLC | COM | 2854 | $347,055 | 1,221 | 0.00 | 0.00 | 140 | 12.95 | 03-31-2024 |