Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | COM | 651 | $7,000 | 2,930 | 0.00 | 0.00 | -978 | -25.03 | 03-31-2024 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 652 | $7,188 | 2,910 | 0.00 | 0.00 | -30 | -1.02 | 03-31-2024 |
CAPE INVESTMENT ADVISORY INC | COM | 653 | $6,567 | 2,855 | 0.00 | 0.00 | 2,195 | 332.58 | 12-31-2023 |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 654 | $4,290 | 2,750 | 0.00 | 2,750 | +Inf | 06-30-2023 |