Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIDUCIARY GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 286 | 5.91 | 12-31-2023 |
PARAGON FINANCIAL PARTNERS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EA SERIES TRUST | COM | 1403 | $429,340 | 5,093 | 0.00 | 5,093 | +Inf | 06-30-2023 | |
NEO IVY CAPITAL MANAGEMENT | Stock | 1404 | $478,000 | 5,011 | 0.48 | 5,011 | +Inf | 06-30-2021 |