Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUANTUM FINANCIAL ADVISORS LLC | COM | 1651 | $220,666 | 4,866 | 0.00 | 4,866 | +Inf | 03-31-2024 | |
INTEROCEAN CAPITAL GROUP LLC | Stock | 1652 | $219,759 | 4,846 | 0.00 | 0.00 | -4,241 | -46.67 | 03-31-2024 |
ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | Stock | 1653 | $212,123 | 4,839 | 0.00 | 4,839 | +Inf | 03-31-2024 | |
ELGETHUN CAPITAL MANAGEMENT | COM | 1654 | $158,748 | 4,820 | 0.00 | 4,820 | +Inf | 09-30-2023 |