Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRUCE G ALLEN INVESTMENTS LLC | Stock | 1051 | $1,925 | 35 | 0.00 | 35 | +Inf | 03-31-2024 | |
MCILRATH & ECK LLC | COM | 1052 | $1,870 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 1053 | $1,646 | 31 | 0.00 | 31 | +Inf | 03-31-2024 | |
NORTHWEST CAPITAL MANAGEMENT INC | COM | 1054 | $1,705 | 31 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |