Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOKKEN INVESTMENT GROUP LLC | COM | 751 | $411,220 | 3,252 | 0.00 | 0.00 | -1,285 | -28.32 | 09-30-2023 |
INSPIRE INVESTING LLC | COM | 752 | $445,738 | 3,252 | 0.00 | 0.00 | 347 | 11.94 | 12-31-2023 |
RIVER WEALTH ADVISORS LLC | COM | 753 | $440,987 | 3,217 | 0.00 | 0.00 | -369 | -10.29 | 12-31-2023 |
AQUATIC CAPITAL MANAGEMENT LLC | COM | 754 | $405,000 | 3,200 | 0.02 | 0.06 | -5,200 | -61.90 | 09-30-2023 |