Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIVE OCEANS ADVISORS | COM | 3451 | $807,718 | 5,106 | 0.00 | 0.00 | 171 | 3.47 | 03-31-2024 |
SUNBURST FINANCIAL GROUP LLC | COM | 3452 | $800,051 | 5,104 | 0.00 | 0.00 | 738 | 16.90 | 12-31-2023 |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 3453 | $844,695 | 5,103 | 0.00 | 0.00 | -449 | -8.09 | 06-30-2023 |
FULCRUM EQUITY MANAGEMENT | COM | 3454 | $804,469 | 5,085 | 0.00 | 0.00 | -217 | -4.09 | 03-31-2024 |