Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VAUGHAN & CO SECURITIES INC | COM | 2551 | $532,800 | 19,200 | 0.00 | 0.00 | -1,718 | -8.21 | 03-31-2024 |
CRA FINANCIAL SERVICES LLC | COM | 2552 | $531,404 | 19,150 | 0.00 | 0.00 | 350 | 1.86 | 03-31-2024 |
CLEAR PERSPECTIVE ADVISORS LLC | COM | 2553 | $1,130,000 | 19,138 | 0.34 | 0.33 | -3,404 | -15.10 | 12-31-2021 |
CRAVENS & CO ADVISORS LLC | COM | 2554 | $530,996 | 19,135 | 0.00 | 0.00 | 1,681 | 9.63 | 03-31-2024 |