Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARRETT & COMPANY INC | COM | 2701 | $58,372 | 1,447 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TIMBER CREEK CAPITAL MANAGEMENT LLC | Stock | 2702 | $62,812 | 1,440 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FORTIS GROUP ADVISORS LLC | Common Stock | 2703 | $56,880 | 1,410 | 0.00 | 0.00 | 705 | 100.00 | 12-31-2023 |
LENOX WEALTH ADVISORS LLC | COM | 2704 | $74,000 | 1,375 | 0.01 | 0.01 | -293 | -17.57 | 03-31-2022 |