Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRUCE G ALLEN INVESTMENTS LLC | Stock | 1001 | $19,779 | 13 | 0.00 | 13 | +Inf | 03-31-2024 | |
SJS INVESTMENT CONSULTING INC | COM | 1002 | $19,780 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARKSIDE FINANCIAL BANK & TRUST | COM | 1003 | $18,459 | 13 | 0.00 | 0.00 | -12 | -48.00 | 12-31-2023 |
VALLEY NATIONAL ADVISERS INC | COM | 1004 | $19,000 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |