Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | COM | 3351 | $58,468 | 129 | 0.00 | 129 | +Inf | 12-31-2023 | |
SLOCUM GORDON & CO LLP | COM | 3352 | $57,768 | 127 | 0.00 | 0.00 | -35 | -21.60 | 03-31-2024 |
DAGCO INC | COM | 3353 | $56,171 | 123 | 0.00 | 0.00 | -363 | -74.69 | 03-31-2024 |
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | Stock | 3354 | $55,165 | 121 | 0.00 | 0.00 | -21 | -14.79 | 03-31-2024 |