Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPE INVESTMENT ADVISORY INC | COM | 3351 | $40,340 | 76 | 0.00 | 0.00 | 26 | 52.00 | 12-31-2023 |
DHJJ FINANCIAL ADVISORS LTD | COM | 3352 | $44,172 | 76 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INDIANA TRUST & INVESTMENT MANAGEMENT CO | Com | 3353 | $43,591 | 75 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM | 3354 | $39,809 | 75 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |