Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYNTAX RESEARCH INC | COM | 3751 | $31,024 | 52 | 0.00 | 52 | +Inf | 12-31-2023 | |
KATHLEEN S WRIGHT ASSOCIATES INC | COM | 3752 | $26,239 | 52 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TUCKER ASSET MANAGEMENT LLC | COM | 3753 | $25,427 | 52 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CHERRY TREE WEALTH MANAGEMENT LLC | COM | 3754 | $30,427 | 51 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |