Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANDESA FINANCIAL MANAGEMENT INC | CAP STK CL C | 3951 | $259,181 | 2,921 | 0.00 | 0.20 | 2,781 | 1986.43 | 12-31-2022 |
MD FINANCIAL MANAGEMENT INC | CAP STK CL C | 3952 | $7,756,000 | 2,910 | 0.19 | 0.26 | -738 | -20.23 | 09-30-2021 |
ACTIVEST WEALTH MANAGEMENT | CAP STK CL C | 3953 | $442,192 | 2,904 | 0.00 | 0.00 | -579 | -16.62 | 03-31-2024 |
AFFINIA FINANCIAL GROUP LLC | CAP STK CL C | 3954 | $373,442 | 2,903 | 0.00 | 2,903 | +Inf | 06-30-2023 |