Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOODMAN ADVISORY GROUP LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 417 | +Inf | 06-30-2024 | |
EAGLE BAY ADVISORS LLC | Stock | 1852 | $106,771 | 415 | 0.00 | 0.00 | 369 | 802.17 | 06-30-2024 |
EVERMAY WEALTH MANAGEMENT LLC | CL A | 1853 | $106,514 | 414 | 0.00 | 0.00 | 10 | 2.48 | 06-30-2024 |
DUNCKER STREETT & CO INC | CL A | 1854 | $105,485 | 410 | 0.00 | 0.00 | 10 | 2.50 | 06-30-2024 |