Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
POWELL INVESTMENT ADVISORS LLC | COM | 3451 | $409,536 | 3,950 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SILVIA MCCOLL WEALTH MANAGEMENT LLC | COM | 3452 | $500,029 | 3,945 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 3453 | $517,772 | 3,924 | 0.00 | 3,924 | +Inf | 03-31-2024 | |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 3454 | $428,345 | 3,906 | 0.00 | 0.00 | 428 | 12.31 | 12-31-2023 |