Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GROVE BANK & TRUST | CL A | 1501 | $680,960 | 9,728 | 0.00 | 0.00 | -75 | -0.77 | 03-31-2024 |
SCHECHTER INVESTMENT ADVISORS LLC | Stock | 1502 | $679,350 | 9,705 | 0.00 | 0.00 | -118 | -1.20 | 03-31-2024 |
LINSCOMB WEALTH INC | CL A | 1503 | $679,280 | 9,704 | 0.00 | 0.00 | 216 | 2.28 | 03-31-2024 |
STRATEGIC BLUEPRINT LLC | Stock | 1504 | $679,169 | 9,702 | 0.00 | 0.00 | -894 | -8.44 | 03-31-2024 |