Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SCHNIEDERS CAPITAL MANAGEMENT LLC | COM | 1301 | $223,043 | 1,504 | 0.00 | 1,504 | +Inf | 06-30-2023 | |
CAPITAL CITY TRUST CO/FL | COM | 1302 | $217,350 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTHSTONE INC | Equities | 1303 | $225,000 | 1,499 | 0.08 | 1,499 | +Inf | 03-31-2021 | |
SIGNAL ADVISORS WEALTH LLC | COM | 1304 | $223,727 | 1,496 | 0.00 | 1,496 | +Inf | 12-31-2023 |