Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BCR WEALTH STRATEGIES LLC | COM | 6001 | $264,000 | 1,537 | 0.18 | 0.21 | 33 | 2.19 | 03-31-2024 |
VANNOY ADVISORY GROUP INC | COM | 6002 | $294,937 | 1,532 | 0.00 | 1,532 | +Inf | 12-31-2023 | |
KIRR MARBACH & CO LLC /IN/ | COM | 6003 | $260,931 | 1,522 | 0.00 | 0.00 | 90 | 6.28 | 03-31-2024 |
VERDE CAPITAL MANAGEMENT | COM | 6004 | $259,786 | 1,515 | 0.00 | 0.00 | -1,279 | -45.78 | 03-31-2024 |