Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GENEOS WEALTH MANAGEMENT INC | COM | 851 | $65,507 | 1,227 | 0.00 | 0.00 | 3 | 0.25 | 03-31-2024 |
SARGENT BICKHAM LAGUDIS LLC | COM | 852 | $75,453 | 1,199 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2022 |
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 853 | $62,668 | 1,174 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TUCKER ASSET MANAGEMENT LLC | COM | 854 | $64,963 | 1,112 | 0.00 | 0.00 | -42 | -3.64 | 06-30-2023 |