Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEW POTOMAC PARTNERS LLC | COM | 3901 | $367,087 | 2,262 | 0.00 | 0.00 | -304 | -11.85 | 03-31-2024 |
ML & R WEALTH MANAGEMENT LLC | COM | 3902 | $331,034 | 2,259 | 0.00 | 0.00 | 35 | 1.57 | 12-31-2023 |
RED WAVE INVESTMENTS LLC | COM | 3903 | $330,837 | 2,258 | 0.00 | 0.00 | 2 | 0.09 | 12-31-2023 |
PROVIDENT INVESTMENT MANAGEMENT INC | COM | 3904 | $330,887 | 2,258 | 0.00 | 0.00 | -4,902 | -68.46 | 12-31-2023 |