Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OXLER PRIVATE WEALTH LLC | COM | 801 | $1,022,173 | 5,255 | 0.00 | 0.00 | 70 | 1.35 | 03-31-2024 |
SUMMIT FINANCIAL GROUP INC | COM | 802 | $1,016,262 | 5,225 | 0.00 | 0.00 | -225 | -4.13 | 03-31-2024 |
BRIDGEFRONT CAPITAL LLC | COM | 803 | $972,471 | 5,216 | 0.00 | 5,216 | +Inf | 12-31-2023 | |
STRATEGIC ADVOCATES LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,754 | -25.31 | 03-31-2024 |