Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARRETT & COMPANY INC | SH BEN INT | 151 | $106,190 | 10,250 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CAPITAL INVESTMENT ADVISORS LLC | SH BEN INT | Liquidated | $0 | 0 | 0.00 | 10,090 | +Inf | 03-31-2024 | |
AMERICAN PORTFOLIOS ADVISORS | SH BEN INT | 153 | $97,180 | 10,060 | 0.00 | 10,060 | +Inf | 09-30-2022 | |
MONETARY MANAGEMENT GROUP INC | COM | 154 | $113,500 | 10,000 | 0.00 | 10,000 | +Inf | 03-31-2024 |