Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DUNCAN WILLIAMS ASSET MANAGEMENT LLC | Stock | 2751 | $921,994 | 1,864 | 0.00 | 1,864 | +Inf | 03-31-2024 | |
KELLETT WEALTH ADVISORS LLC | COM | 2752 | $920,142 | 1,860 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAMPION ASSET MANAGEMENT | COM | 2753 | $979,234 | 1,860 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FLC CAPITAL ADVISORS | COM | 2754 | $979,234 | 1,860 | 0.00 | 0.00 | -333 | -15.18 | 12-31-2023 |