Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL RIVER WEALTH MANAGEMENT LLC | COM | 3401 | $6,727,826 | 17,891 | 0.00 | 0.00 | 5,473 | 44.07 | 12-31-2023 |
IRONBRIDGE PRIVATE WEALTH LLC | COM | 3402 | $6,723,973 | 17,881 | 0.00 | 0.00 | 129 | 0.73 | 12-31-2023 |
PHOENIX WEALTH ADVISORS | COM | 3403 | $6,625,593 | 17,865 | 0.00 | 0.00 | 123 | 0.69 | 12-31-2023 |
RAMIREZ ASSET MANAGEMENT INC | COM | 3404 | $5,638,032 | 17,856 | 0.00 | 17,856 | +Inf | 09-30-2023 |