Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MORK CAPITAL MANAGEMENT LLC | COM | 801 | $767,335 | 20,750 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DETALUS ADVISORS LLC | COM | 802 | $761,063 | 20,625 | 0.00 | 0.00 | 344 | 1.70 | 03-31-2024 |
IFP ADVISORS INC | cs | 803 | $766,006 | 20,521 | 0.00 | 0.00 | 294 | 1.45 | 12-31-2023 |
OAK HARBOR WEALTH PARTNERS LLC | COM | 804 | $755,698 | 20,480 | 0.00 | 0.00 | 1,500 | 7.90 | 03-31-2024 |