Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATHENA INVESTMENT MANAGEMENT | COM | 3451 | $212,332 | 705 | 0.00 | 705 | +Inf | 03-31-2024 | |
JOURNEY STRATEGIC WEALTH LLC | COM | Liquidated | $212,332 | 705 | 0.00 | 0.00 | 705 | +Inf | 03-31-2024 |
FULL SAIL CAPITAL LLC | COM | 3453 | $212,031 | 704 | 0.00 | 704 | +Inf | 03-31-2024 | |
APEIRON RIA LLC | COM | 3454 | $211,428 | 702 | 0.00 | 0.00 | -306 | -30.36 | 03-31-2024 |