Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OUTFITTER FINANCIAL LLC | COM | 3201 | $3,499,011 | 19,398 | 0.00 | 0.00 | -227 | -1.16 | 03-31-2024 |
EAGLE BAY ADVISORS LLC | Stock | 3202 | $3,491,976 | 19,359 | 0.00 | 19,359 | +Inf | 03-31-2024 | |
SOUTHEAST ASSET ADVISORS INC | COM | 3203 | $3,484,581 | 19,318 | 0.00 | 0.00 | 465 | 2.47 | 03-31-2024 |
WJ WEALTH MANAGEMENT LLC | COM | 3204 | $2,454,940 | 19,312 | 0.00 | 0.00 | 10,202 | 111.99 | 09-30-2023 |