Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RALEIGH CAPITAL MANAGEMENT INC | COM | 951 | $2,258 | 40 | 0.00 | 0.00 | 30 | 300.00 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM | 952 | $2,202 | 39 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RED TORTOISE LLC | Stock | 953 | $2,032 | 36 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KB FINANCIAL PARTNERS LLC | COM | 954 | $2,000 | 33 | 0.00 | 0.01 | -419 | -92.70 | 09-30-2023 |