Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 651 | $94,668 | 2,760 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
QUADRANT CAPITAL GROUP LLC | COM | 652 | $94,634 | 2,759 | 0.00 | 0.00 | 155 | 5.95 | 03-31-2024 |
CENTER FOR FINANCIAL PLANNING INC | COM | 653 | $93,914 | 2,738 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 654 | $97,000 | 2,611 | 0.01 | 0.00 | 0 | 0.00 | 12-31-2021 |