Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KOSHINSKI ASSET MANAGEMENT INC | COM | 701 | $691,363 | 7,600 | 0.00 | 0.00 | 2,489 | 48.70 | 12-31-2023 |
CHOREO LLC | COM | 702 | $690,008 | 7,585 | 0.00 | 0.00 | 99 | 1.32 | 12-31-2023 |
MEEDER ADVISORY SERVICES INC | COM | 703 | $689,396 | 7,578 | 0.00 | 0.00 | 1,153 | 17.95 | 12-31-2023 |
HB WEALTH MANAGEMENT LLC | COM | 704 | $680,827 | 7,484 | 0.00 | 0.00 | 3,147 | 72.56 | 12-31-2023 |