Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PACIFIC EDGE ADVISORS LLC | COM | 5101 | $1,274,000 | 9,005 | 0.62 | 0.57 | 1,012 | 12.66 | 09-30-2021 |
PRUDENT INVESTORS NETWORK INC | COM | 5102 | $1,535,875 | 8,971 | 0.00 | 0.00 | 3,224 | 56.10 | 09-30-2023 |
OAKWELL PRIVATE WEALTH MANAGEMENT LLC | COM | 5103 | $1,537,547 | 8,966 | 0.00 | 0.00 | 15 | 0.17 | 03-31-2024 |
CHIRON CAPITAL MANAGEMENT LLC | COM | 5104 | $1,722,988 | 8,949 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |