Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JACOBSEN CAPITAL MANAGEMENT | COM | 3201 | $237,026 | 1,887 | 0.00 | 1,887 | +Inf | 03-31-2024 | |
MV CAPITAL MANAGEMENT INC | COM | 3202 | $235,519 | 1,875 | 0.00 | 0.00 | -6 | -0.32 | 03-31-2024 |
PFW ADVISORS LLC | COM | 3203 | $234,891 | 1,870 | 0.00 | 0.00 | -75 | -3.86 | 03-31-2024 |
ARCHER INVESTMENT CORP | Stock | 3204 | $196,482 | 1,855 | 0.00 | 1,855 | +Inf | 09-30-2023 |