Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PAX FINANCIAL GROUP LLC | COM | 2001 | $590,224 | 7,400 | 0.00 | 0.00 | -426 | -5.44 | 03-31-2024 |
BUCKLEY WEALTH MANAGEMENT LLC | COM | 2002 | $582,251 | 7,374 | 0.00 | 0.00 | -96 | -1.29 | 12-31-2023 |
BOSTON FINANCIAL MANGEMENT LLC | COM | 2003 | $587,562 | 7,367 | 0.00 | 0.00 | 470 | 6.81 | 03-31-2024 |
REGATTA CAPITAL GROUP LLC | COM | 2004 | $587,366 | 7,364 | 0.00 | 0.00 | 1,555 | 26.77 | 03-31-2024 |