Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ST JAMES INVESTMENT ADVISORS LLC | COM | 2201 | $35,000 | 21 | 0.08 | 0.05 | 7 | 50.00 | 09-30-2022 |
FARTHER FINANCE ADVISORS LLC | Stock | 2202 | $54,495 | 20 | 0.00 | 20 | +Inf | 06-30-2023 | |
PLANNING CAPITAL MANAGEMENT CORP | COM | 2203 | $72,558 | 20 | 0.00 | 0.00 | -2 | -9.09 | 03-31-2024 |
KEENER FINANCIAL PLANNING LLC | COM | 2204 | $73,000 | 20 | 0.05 | 0.05 | 0 | 0.00 | 03-31-2024 |