Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOSLEY WEALTH MANAGEMENT | COM | 3301 | $783,806 | 6,743 | 0.00 | 0.00 | -214 | -3.08 | 03-31-2024 |
DDD PARTNERS LLC | COM | 3302 | $717,821 | 6,742 | 0.00 | 0.00 | 357 | 5.59 | 09-30-2023 |
REYNDERS MCVEIGH CAPITAL MANAGEMENT LLC | COM | 3303 | $673,000 | 6,734 | 0.04 | 0.07 | -1,972 | -22.65 | 12-31-2023 |
INDIE ASSET PARTNERS LLC | COM | 3304 | $671,874 | 6,720 | 0.00 | 0.00 | 203 | 3.11 | 12-31-2023 |