Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOSLEY WEALTH MANAGEMENT | COM | 3001 | $348,120 | 1,823 | 0.00 | 0.00 | -82 | -4.30 | 03-31-2024 |
AJ ADVISORS LLC | COM | 3002 | $239,014 | 1,823 | 0.00 | 1,823 | +Inf | 03-31-2023 | |
MILLER INVESTMENT MANAGEMENT LP | COM | 3003 | $347,929 | 1,822 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HTG INVESTMENT ADVISORS INC | COM | 3004 | $347,547 | 1,820 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |