Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 3751 | $154,000 | 1,299 | 0.04 | 0.05 | 294 | 29.25 | 03-31-2022 |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 3752 | $141,544 | 1,298 | 0.00 | 1,298 | +Inf | 06-30-2023 | |
PSI ADVISORS LLC | Common Stock | 3753 | $144,668 | 1,273 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FORTITUDE FAMILY OFFICE LLC | Stock | 3754 | $144,121 | 1,268 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |