Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CEDAR MOUNTAIN ADVISORS LLC | COM | 3251 | $42,852 | 404 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AUTHENTIKOS WEALTH ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 400 | +Inf | 12-31-2023 | |
GODSEY & GIBB INC | COM | Liquidated | $42,428 | 400 | 0.00 | 0.00 | 400 | +Inf | 03-31-2024 |
AMERICAN CAPITAL ADVISORY LLC | COM | 3254 | $41,843 | 398 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |