Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLEN INVESTMENT MANAGEMENT LLC | COM | 3201 | $347,328 | 6,912 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CERTIFIED ADVISORY CORP | Stock | 3202 | $347,228 | 6,910 | 0.00 | 0.00 | 538 | 8.44 | 12-31-2023 |
TRINITYPOINT WEALTH LLC | COM | 3203 | $346,996 | 6,905 | 0.00 | 0.00 | -689 | -9.07 | 12-31-2023 |
HARA CAPITAL LLC | COM | 3204 | $304,861 | 6,902 | 0.00 | 0.00 | -570 | -7.63 | 03-31-2024 |