Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AXIOM INVESTMENT MANAGEMENT LLC | COM | 3601 | $30,000 | 67 | 0.06 | 67 | +Inf | 09-30-2022 | |
KEENER FINANCIAL PLANNING LLC | COM | 3602 | $88,000 | 66 | 0.06 | 0.11 | -66 | -50.00 | 03-31-2024 |
SCARBOROUGH ADVISORS LLC | COM | 3603 | $86,152 | 65 | 0.00 | 0.00 | -3,781 | -98.31 | 03-31-2024 |
WESTERN PACIFIC WEALTH MANAGEMENT LP | Stock | 3604 | $82,244 | 62 | 0.00 | 0.00 | 4 | 6.90 | 03-31-2024 |