Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VERITY ASSET MANAGEMENT INC | COM | 4351 | $3,574,712 | 18,567 | 0.00 | 0.00 | -224 | -1.19 | 12-31-2023 |
FAMILY CAPITAL MANAGEMENT INC | COM | 4352 | $3,562,063 | 18,501 | 0.00 | 0.00 | -729 | -3.79 | 12-31-2023 |
AUSTIN WEALTH MANAGEMENT LLC | COM | 4353 | $3,371,985 | 18,496 | 0.00 | 18,496 | +Inf | 12-31-2023 | |
RAKUTEN SECURITIES INC | COM | 4354 | $3,169,293 | 18,482 | 0.00 | 18,482 | +Inf | 03-31-2024 |