Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEALTH ADVISORS | COM | 501 | $13,781,000 | 33,574 | 0.56 | 33,574 | +Inf | 06-30-2021 | |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 502 | $13,961,101 | 32,815 | 0.00 | 0.00 | 6,443 | 24.43 | 03-31-2024 |
OAKMONT CORP | COM | 503 | $13,955,185 | 32,801 | 0.00 | 0.00 | 5,528 | 20.27 | 03-31-2024 |
CWM LLC | COM | 504 | $13,949,000 | 32,786 | 0.07 | 0.08 | -669 | -2.00 | 03-31-2024 |