Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANTONETTI CAPITAL MANAGEMENT LLC | COM | 5151 | $91,218 | 629 | 0.00 | 0.00 | -50 | -7.36 | 09-30-2023 |
GLASS JACOBSON INVESTMENT ADVISORS LLC | COM | 5152 | $124,587 | 622 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DECISIONPOINT FINANCIAL LLC | COM | 5153 | $118,029 | 610 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FORTIS GROUP ADVISORS LLC | Common Stock | 5154 | $103,544 | 608 | 0.00 | 0.00 | 304 | 100.00 | 12-31-2023 |