Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST FINANCIAL ADVISORS | COM | 851 | $8,243 | 399 | 0.00 | 0.00 | 113 | 39.51 | 03-31-2024 |
FORTITUDE FAMILY OFFICE LLC | REIT | 852 | $8,127 | 393 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAPITAL ADVISORS LTD LLC | COM | 853 | $8,000 | 391 | 0.00 | 0.00 | 29 | 8.01 | 03-31-2024 |
DAVIS CAPITAL MANAGEMENT | REIT | 854 | $8,077 | 390 | 0.00 | 390 | +Inf | 03-31-2024 |