Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LANE & ASSOCIATES LLC | COM | 3651 | $579,646 | 4,987 | 0.00 | 0.00 | -71 | -1.40 | 03-31-2024 |
SPC FINANCIAL INC | COM | 3652 | $498,287 | 4,984 | 0.00 | 0.00 | 142 | 2.93 | 12-31-2023 |
AUSTIN ASSET MANAGEMENT CO INC | COM | 3653 | $579,220 | 4,983 | 0.00 | 0.00 | -507 | -9.23 | 03-31-2024 |
EPIC TRUST INVESTMENT ADVISORS LLC | COM | 3654 | $578,918 | 4,980 | 0.00 | 0.00 | -38 | -0.76 | 03-31-2024 |