Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUVESTMENTS CAPITAL LLC | COM | 4251 | $372,229 | 3,166 | 0.00 | 0.00 | 4 | 0.13 | 09-30-2023 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | COM | 4252 | $367,551 | 3,162 | 0.00 | 0.00 | 788 | 33.19 | 03-31-2024 |
PETREDIS INVESTMENT ADVISORS LLC | COM | 4253 | $367,202 | 3,159 | 0.00 | 0.00 | -2,124 | -40.20 | 03-31-2024 |
BLACKSTON FINANCIAL ADVISORY GROUP LLC | COM | 4254 | $366,591 | 3,153 | 0.00 | 0.00 | 22 | 0.70 | 03-31-2024 |