Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ACG WEALTH | COM | 2151 | $860,000 | 22,639 | 0.20 | 22,639 | +Inf | 09-30-2022 | |
FAS WEALTH PARTNERS INC | COM | 2152 | $852,519 | 22,613 | 0.00 | 0.00 | -44,344 | -66.23 | 12-31-2023 |
NORWAY SAVINGS BANK | COM | 2153 | $947,541 | 22,582 | 0.00 | 0.00 | -3,432 | -13.19 | 03-31-2024 |
MAINSAIL FINANCIAL GROUP LLC | COM | 2154 | $947,437 | 22,580 | 0.00 | 0.00 | 6,571 | 41.05 | 03-31-2024 |