Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEWIS CAPITAL MANAGEMENT LLC | COM | 4551 | $200,772 | 1,872 | 0.00 | 1,872 | +Inf | 06-30-2023 | |
BENCHMARK FINANCIAL WEALTH ADVISORS LLC | COM | 4552 | $217,298 | 1,869 | 0.00 | 1,869 | +Inf | 03-31-2024 | |
DEMARS FINANCIAL GROUP LLC | COM | 4553 | $216,713 | 1,864 | 0.00 | 0.00 | -349 | -15.77 | 03-31-2024 |
FOGUTH WEALTH MANAGEMENT LLC | COM | 4554 | $215,974 | 1,858 | 0.00 | 1,858 | +Inf | 03-31-2024 |