Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PUTNAM INVESTMENTS LLC | COMMON STOCK | 301 | $378,711 | 4,352 | 0.00 | 4,352 | +Inf | 12-31-2023 | |
RIVERWATER PARTNERS LLC | COM | 302 | $332,834 | 4,313 | 0.00 | 0.00 | -565 | -11.58 | 09-30-2023 |
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | COM | 303 | $327,278 | 4,241 | 0.00 | 0.00 | -200 | -4.50 | 09-30-2023 |
ZEKE CAPITAL ADVISORS LLC | Stock | 304 | $231,000 | 4,236 | 0.02 | 0.02 | -1,087 | -20.42 | 09-30-2022 |