Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RVW WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 32 | +Inf | 12-31-2023 | |
COVESTOR LTD | COMMON | 952 | $46,000 | 31 | 0.03 | 0.03 | 0 | 0.00 | 09-30-2023 |
DENALI ADVISORS LLC | COM | 953 | $45,644 | 30 | 0.00 | 0.00 | -1 | -3.23 | 03-31-2024 |
OAKWORTH CAPITAL INC | COMMON STOCK | 954 | $40,112 | 29 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |