Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST CAPITAL ADVISORS GROUP LLC | COM | 1401 | $334,406 | 1,778 | 0.00 | 0.00 | -75 | -4.05 | 06-30-2023 |
MAYPORT LLC | COM | 1402 | $372,500 | 1,768 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
NATIONS FINANCIAL GROUP INC /IA/ /ADV | Stock | 1403 | $372,342 | 1,767 | 0.00 | 0.00 | 234 | 15.26 | 06-30-2024 |
MOTCO | Com | 1404 | $370,024 | 1,756 | 0.00 | 0.00 | 120 | 7.33 | 06-30-2024 |