Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TUCKER ASSET MANAGEMENT LLC | COM | 1001 | $5,344 | 13 | 0.00 | 13 | +Inf | 06-30-2023 | |
TFC FINANCIAL MANAGEMENT INC | COM | 1002 | $5,582 | 13 | 0.00 | 0.00 | 1 | 8.33 | 03-31-2024 |
FINTRUST CAPITAL ADVISORS LLC | COM | 1003 | $5,582 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ARLINGTON TRUST CO LLC | COM | 1004 | $5,152 | 12 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |