Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STALEY CAPITAL ADVISERS INC | COM | 2951 | $935,617 | 9,358 | 0.00 | 0.00 | 29 | 0.31 | 12-31-2023 |
PAX FINANCIAL GROUP LLC | COM | 2952 | $972,796 | 9,357 | 0.00 | 0.00 | -5,145 | -35.48 | 12-31-2023 |
KICKSTAND VENTURES LLC | Stock | 2953 | $933,213 | 9,334 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SUCCESSFUL PORTFOLIOS LLC | COM | 2954 | $933,281 | 9,334 | 0.00 | 0.00 | 317 | 3.52 | 12-31-2023 |