Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROSPERITY WEALTH MANAGEMENT INC | COM | 951 | $896,038 | 3,090 | 0.00 | 0.00 | 1,075 | 53.35 | 03-31-2024 |
DANA INVESTMENT ADVISORS INC | COM | 952 | $896,038 | 3,090 | 0.00 | 0.00 | 390 | 14.44 | 03-31-2024 |
ROBERTSON STEPHENS WEALTH MANAGEMENT LLC | COM | 953 | $893,718 | 3,082 | 0.00 | 0.00 | 17 | 0.55 | 03-31-2024 |
THOROUGHBRED FINANCIAL SERVICES LLC | COM | 954 | $891,000 | 3,075 | 0.09 | 0.08 | -1,383 | -31.02 | 03-31-2024 |