Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAY COLONY ADVISORY GROUP INC D/B/A BAY COLONY ADVISORS | COM | 1801 | $1,045,767 | 5,794 | 0.00 | 0.00 | 1,675 | 40.67 | 03-31-2024 |
HARTLINE INVESTMENT CORP/ | COM | 1802 | $1,045,767 | 5,794 | 0.00 | 5,794 | +Inf | 03-31-2024 | |
INTREPID FINANCIAL PLANNING GROUP LLC | COM | 1803 | $851,293 | 5,775 | 0.00 | 0.00 | -200 | -3.35 | 12-31-2023 |
CHILDRESS CAPITAL ADVISORS LLC | COM | 1804 | $1,039,622 | 5,760 | 0.00 | 0.00 | -94 | -1.61 | 03-31-2024 |