Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY CAPITAL PARTNERS INC | Stock | 1101 | $260,000 | 1,125 | 0.09 | 0.10 | 0 | 0.00 | 03-31-2022 |
SPOTLIGHT ASSET GROUP INC | Stock | 1102 | $219,376 | 1,115 | 0.00 | 1,115 | +Inf | 12-31-2023 | |
HUMANKIND INVESTMENTS LLC | COM | 1103 | $279,696 | 1,106 | 0.00 | 0.00 | -89 | -7.45 | 03-31-2024 |
FIRST AFFIRMATIVE FINANCIAL NETWORK | COM | 1104 | $279,340 | 1,105 | 0.00 | 0.00 | -49 | -4.25 | 03-31-2024 |