Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAINSTREET INVESTMENT ADVISORS LLC | COM | 2701 | $350,343 | 3,323 | 0.00 | 0.00 | -7 | -0.21 | 12-31-2023 |
MOISAND FITZGERALD TAMAYO LLC | COM | 2702 | $416,146 | 3,313 | 0.00 | 0.00 | -320 | -8.81 | 03-31-2024 |
CERTIFIED ADVISORY CORP | Stock | 2703 | $349,217 | 3,312 | 0.00 | 0.00 | 1,092 | 49.19 | 12-31-2023 |
KINGFISHER CAPITAL LLC | Equities | 2704 | $350,000 | 3,302 | 0.10 | 0.10 | 11 | 0.33 | 09-30-2023 |