Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KATHMERE CAPITAL MANAGEMENT LLC | COM | 3251 | $524,156 | 4,284 | 0.00 | 0.00 | -653 | -13.23 | 03-31-2024 |
STRATEGIC ADVOCATES LLC | Stock | 3252 | $523,572 | 4,279 | 0.00 | 0.00 | 1,406 | 48.94 | 03-31-2024 |
GEMMER ASSET MANAGEMENT LLC | COM | 3253 | $386,328 | 4,279 | 0.00 | 0.00 | 355 | 9.05 | 12-31-2023 |
EVERPAR ADVISORS LLC | COM | 3254 | $523,334 | 4,277 | 0.00 | 4,277 | +Inf | 03-31-2024 |