Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ELK RIVER WEALTH MANAGEMENT LLC | COM | 3001 | $254,693 | 1,761 | 0.00 | 1,761 | +Inf | 12-31-2023 | |
PGIM CUSTOM HARVEST LLC | COM | 3002 | $254,010 | 1,756 | 0.00 | 1,756 | +Inf | 12-31-2023 | |
PSI ADVISORS LLC | Common Stock | 3003 | $297,118 | 1,755 | 0.00 | 0.00 | -65 | -3.57 | 03-31-2024 |
BENCHMARK FINANCIAL WEALTH ADVISORS LLC | COM | 3004 | $295,862 | 1,748 | 0.00 | 0.00 | 189 | 12.12 | 03-31-2024 |