Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAIN STREET RESEARCH LLC | COM | 1901 | $200,921 | 2,475 | 0.00 | 2,475 | +Inf | 03-31-2024 | |
SUTTON WEALTH ADVISORS INC | Stock | 1902 | $162,219 | 2,456 | 0.00 | 0.00 | 3 | 0.12 | 09-30-2023 |
FOURTHOUGHT FINANCIAL LLC | Stock | 1903 | $172,000 | 2,436 | 0.03 | 2,436 | +Inf | 09-30-2022 | |
AMERICAN PORTFOLIOS ADVISORS | COM | 1904 | $167,571 | 2,370 | 0.00 | 2,370 | +Inf | 09-30-2022 |