Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SILVANT CAPITAL MANAGEMENT LLC | COM | 3551 | $390,053 | 2,615 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ESSEX LLC | COM | 3552 | $389,764 | 2,613 | 0.00 | 0.00 | -789 | -23.19 | 12-31-2023 |
LONG RUN WEALTH ADVISORS LLC | COM | 3553 | $389,457 | 2,611 | 0.00 | 2,611 | +Inf | 12-31-2023 | |
ARKOS GLOBAL ADVISORS | Stock | 3554 | $440,000 | 2,608 | 0.09 | 0.08 | 80 | 3.16 | 09-30-2023 |