Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRANQUILLI FINANCIAL ADVISOR LLC | COM | 5951 | $317,423 | 1,854 | 0.00 | 0.00 | -724 | -28.08 | 09-30-2023 |
CULTIVAR CAPITAL INC | COM | 5952 | $316,943 | 1,848 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUMMIT INVESTMENT ADVISORY SERVICES LLC | COM | 5953 | $315,866 | 1,842 | 0.00 | 0.00 | 662 | 56.10 | 03-31-2024 |
KATHLEEN S WRIGHT ASSOCIATES INC | COM | 5954 | $315,695 | 1,841 | 0.00 | 0.00 | 1,729 | 1543.75 | 03-31-2024 |