Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CMG GLOBAL HOLDINGS LLC | COM | 1801 | $235,016 | 2,895 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SC&H FINANCIAL ADVISORS INC | COM | 1802 | $231,585 | 2,853 | 0.00 | 0.00 | 9 | 0.32 | 03-31-2024 |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 1803 | $209,986 | 2,830 | 0.00 | 0.00 | -313 | -9.96 | 06-30-2023 |
ADVISORS MANAGEMENT GROUP INC /ADV | COM | 1804 | $230,000 | 2,830 | 0.06 | 2,830 | +Inf | 03-31-2024 |