Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE CAPITAL MANAGEMENT LLC | COM | 601 | $633,672 | 5,200 | 0.00 | 5,200 | +Inf | 09-30-2023 | |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 602 | $715,951 | 5,193 | 0.00 | 0.00 | -4 | -0.08 | 12-31-2023 |
DLK INVESTMENT MANAGEMENT LLC | COM | 603 | $685,250 | 5,148 | 0.00 | 0.00 | 70 | 1.38 | 03-31-2024 |
STEPH & CO | COM | 604 | $684,052 | 5,139 | 0.00 | 5,139 | +Inf | 03-31-2024 |