Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGFISHER CAPITAL LLC | Equities | 2101 | $231,000 | 2,826 | 0.06 | 0.06 | 0 | 0.00 | 09-30-2023 |
WINDSOR WEALTH MANAGEMENT INC | COM NEW | 2102 | $231,000 | 2,823 | 0.04 | 0.04 | 3 | 0.11 | 09-30-2023 |
BRAGG FINANCIAL ADVISORS INC | COM NEW | 2103 | $230,392 | 2,821 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
LM KOHN & COMPANY | Common Stock | 2104 | $265,488 | 2,820 | 0.00 | 2,820 | +Inf | 03-31-2024 |