Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL GRAVITY ASSET MANAGEMENT INC | COMMON STOCK | 5051 | $5,059,482 | 513 | 0.00 | 513 | +Inf | 09-30-2023 | |
IMPACT PARTNERSHIP WEALTH LLC | COM | 5052 | $85,319 | 502 | 0.00 | 0.00 | -866 | -63.30 | 12-31-2023 |
FORTIS ADVISORS LLC | Stock | 5053 | $85,050 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SIGNATURE RESOURCES CAPITAL MANAGEMENT LLC | COM | 5054 | $82,693 | 486 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |