Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EDGEROCK CAPITAL LLC | COM | 3651 | $242,701 | 613 | 0.00 | 613 | +Inf | 09-30-2023 | |
CALLAHAN ADVISORS LLC | COM | 3652 | $222,770 | 613 | 0.00 | 0.03 | -95 | -13.42 | 03-31-2023 |
KFA PRIVATE WEALTH GROUP LLC | CL A | 3653 | $295,386 | 613 | 0.00 | 0.00 | 26 | 4.43 | 03-31-2024 |
LEONARD RICKEY INVESTMENT ADVISORS PLLC | CL A | 3654 | $294,977 | 613 | 0.00 | 0.00 | -66 | -9.72 | 03-31-2024 |