Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARSHALL FINANCIAL GROUP LLC | COM | 501 | $1,275,582 | 1,883 | 0.00 | 0.00 | 77 | 4.26 | 03-31-2024 |
LAUREL WEALTH ADVISORS INC | COM | 502 | $664,000 | 1,878 | 0.07 | 1,878 | +Inf | 12-31-2022 | |
STEVENS CAPITAL MANAGEMENT LP | COM | 503 | $1,176,000 | 1,864 | 0.29 | 0.14 | 635 | 51.67 | 12-31-2023 |
KNOWLEDGE LEADERS CAPITAL LLC | COM | 504 | $1,253,227 | 1,850 | 0.00 | 0.00 | -30 | -1.60 | 03-31-2024 |