Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LARAWAY FINANCIAL ADVISORS INC | COM | 2751 | $498,484 | 8,459 | 0.00 | 0.00 | -26 | -0.31 | 12-31-2023 |
MCKINLEY CARTER WEALTH SERVICES INC | COM | 2752 | $517,017 | 8,451 | 0.00 | 0.00 | 200 | 2.42 | 03-31-2024 |
AA FINANCIAL ADVISORS LLC | COM | 2753 | $516,910 | 8,449 | 0.00 | 8,449 | +Inf | 03-31-2024 | |
AFFINITY CAPITAL ADVISORS LLC | COM | 2754 | $516,082 | 8,435 | 0.00 | 0.00 | 75 | 0.90 | 03-31-2024 |