Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GUARDIAN FINANCIAL PARTNERS LLC | COM | 3701 | $488,250 | 3,009 | 0.00 | 0.00 | 17 | 0.57 | 03-31-2024 |
LANDMARK FINANCIAL ADVISORS LLC | COM | 3702 | $440,353 | 3,005 | 0.00 | 0.00 | 50 | 1.69 | 12-31-2023 |
KEY CLIENT FIDUCIARY ADVISORS LLC | COM | 3703 | $487,020 | 3,002 | 0.00 | 0.00 | -497 | -14.20 | 03-31-2024 |
SUMMA CORP | COM | 3704 | $486,750 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |