Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AFFINITY CAPITAL ADVISORS LLC | COM | 2051 | $242,893 | 250 | 0.00 | 250 | +Inf | 03-31-2024 | |
CORNERSTONE WEALTH GROUP LLC | COM | 2052 | $242,893 | 250 | 0.00 | 250 | +Inf | 03-31-2024 | |
ENTERPRISE BANK & TRUST CO | COM | 2053 | $242,893 | 250 | 0.00 | 250 | +Inf | 03-31-2024 | |
KEYSTONE WEALTH SERVICES LLC | COM | 2054 | $241,512 | 249 | 0.00 | 249 | +Inf | 03-31-2024 |