Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST CAPITAL ADVISORS GROUP LLC | COM | 3251 | $192,416 | 3,009 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
MIRSKY FINANCIAL MANAGEMENT CORP | COM | 3252 | $201,000 | 3,001 | 0.09 | 0.10 | -400 | -11.76 | 06-30-2021 |
NORTHWEST INVESTMENT COUNSELORS LLC | COM | Liquidated | $162,394 | 2,995 | 0.00 | 0.00 | 2,995 | +Inf | 03-31-2024 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 3254 | $153,571 | 2,993 | 0.00 | 0.00 | -307 | -9.30 | 12-31-2023 |