Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL STRATEGIC INVESTMENT SOLUTIONS LLC | COM | 3251 | $705,300 | 7,054 | 0.00 | 0.00 | 764 | 12.15 | 12-31-2023 |
REDMOND ASSET MANAGEMENT LLC | COM | 3252 | $705,290 | 7,054 | 0.00 | 0.00 | -50 | -0.70 | 12-31-2023 |
CONSERVEST CAPITAL ADVISORS INC | COM | 3253 | $704,495 | 7,046 | 0.00 | 0.00 | -234 | -3.21 | 12-31-2023 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 3254 | $703,859 | 7,040 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |