Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BICKLING FINANCIAL SERVICES INC | Stock | 2151 | $849,470 | 25,648 | 0.00 | 0.52 | 42 | 0.16 | 12-31-2022 |
TECTONIC ADVISORS LLC | COM | 2152 | $860,822 | 25,566 | 0.00 | 0.00 | -84,021 | -76.67 | 12-31-2023 |
HNP CAPITAL LLC | COM | 2153 | $845,852 | 25,539 | 0.00 | 0.22 | 0 | 0.00 | 12-31-2022 |
LANTERN WEALTH ADVISORS LLC | COM | 2154 | $859,212 | 25,519 | 0.00 | 25,519 | +Inf | 12-31-2023 |