Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
M3 ADVISORY GROUP LLC | COM | 4651 | $2,401,957 | 14,007 | 0.00 | 0.00 | 1,860 | 15.31 | 03-31-2024 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | COM | 4652 | $2,402,000 | 14,005 | 2.56 | 3.73 | 0 | 0.00 | 03-31-2024 |
POWER WEALTH MANAGEMENT LLC | COM | 4653 | $2,400,892 | 14,001 | 0.00 | 0.00 | -380 | -2.64 | 03-31-2024 |
SFG WEALTH MANAGEMENT LLC | COM | 4654 | $2,398,212 | 13,985 | 0.00 | 0.00 | -1,360 | -8.86 | 03-31-2024 |