Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EPG WEALTH MANAGEMENT LLC | COM | 951 | $387,999 | 3,223 | 0.00 | 0.00 | 339 | 11.75 | 09-30-2023 |
JANNEY CAPITAL MANAGEMENT LLC | Common Stock | 952 | $388,000 | 3,219 | 0.03 | 0.03 | -10 | -0.31 | 09-30-2023 |
INDEPENDENT ADVISOR ALLIANCE | COM | 953 | $386,253 | 3,208 | 0.00 | 0.00 | 140 | 4.56 | 09-30-2023 |
WAHED INVEST LLC | COM | 954 | $369,000 | 3,189 | 0.23 | 3,189 | +Inf | 09-30-2022 |