Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUNBELT SECURITIES INC | Stock | 1101 | $41,703 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEST BRANCH CAPITAL LLC | COM | 1102 | $38,847 | 300 | 0.00 | 0.00 | 100 | 50.00 | 12-31-2023 |
RICHARDSON CAPITAL MANAGEMENT LLC | COM | 1103 | $41,703 | 300 | 0.00 | 300 | +Inf | 03-31-2024 | |
DT INVESTMENT PARTNERS LLC | COM | 1104 | $41,703 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |