Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEEDER ADVISORY SERVICES INC | COM | 751 | $317,973 | 4,496 | 0.00 | 0.00 | 163 | 3.76 | 03-31-2024 |
CAPE INVESTMENT ADVISORY INC | COM | 752 | $315,987 | 4,420 | 0.00 | 0.00 | 944 | 27.16 | 12-31-2023 |
CFO4LIFE LP | COM | 753 | $279,374 | 4,391 | 0.00 | 4,391 | +Inf | 12-31-2022 | |
BALENTINE LLC | COM | 754 | $308,908 | 4,321 | 0.00 | 0.00 | -895 | -17.16 | 12-31-2023 |