Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRANDYWINE OAK PRIVATE WEALTH LLC | COM | 1601 | $414,570 | 1,545 | 0.00 | 0.00 | -120 | -7.21 | 03-31-2024 |
WBH ADVISORY INC | COM | 1602 | $414,302 | 1,544 | 0.00 | 0.00 | -149 | -8.80 | 03-31-2024 |
SILVER OAK SECURITIES INCORPORATED | COM | Liquidated | $0 | 0 | 0.06 | 0.06 | 0 | 0.00 | 12-31-2023 |
NORTHSIDE CAPITAL MANAGEMENT LLC | COM | 1604 | $413,497 | 1,541 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |