Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUMMIT PLACE FINANCIAL ADVISORS LLC | COM | 1101 | $360,100 | 2,500 | 0.00 | 0.00 | 500 | 25.00 | 03-31-2024 |
TRUVESTMENTS CAPITAL LLC | COM | 1102 | $300,604 | 2,484 | 0.00 | 0.00 | 361 | 17.00 | 09-30-2023 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | COM | 1103 | $357,795 | 2,484 | 0.00 | 0.00 | 150 | 6.43 | 03-31-2024 |
EA SERIES TRUST | COM | 1104 | $282,511 | 2,481 | 0.00 | 2,481 | +Inf | 06-30-2023 |