Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
APTUS CAPITAL ADVISORS LLC | COM NEW | 951 | $380,010 | 5,609 | 0.00 | 0.00 | 203 | 3.76 | 12-31-2023 |
CHECCHI CAPITAL ADVISERS LLC | COM NEW | 952 | $434,782 | 5,562 | 0.00 | 0.00 | 119 | 2.19 | 03-31-2024 |
STEPH & CO | COM NEW | 953 | $434,547 | 5,559 | 0.00 | 0.00 | -6 | -0.11 | 03-31-2024 |
NJ STATE EMPLOYEES DEFERRED COMPENSATION PLAN | COM NEW | 954 | $429,935 | 5,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |