Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTMENT RESEARCH & ADVISORY GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 2702 | $11,342 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TOTH FINANCIAL ADVISORY CORP | COM | 2703 | $11,229 | 99 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CNB BANK | COM | 2704 | $9,538 | 98 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |