Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DHJJ FINANCIAL ADVISORS LTD | COM | 3551 | $39,955 | 236 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOLLARD GROUP LLC | COM | 3552 | $29,000 | 229 | 0.00 | 0.00 | 3 | 1.33 | 03-31-2023 |
BRAY CAPITAL ADVISORS | COM | 3553 | $38,600 | 228 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TD CAPITAL MANAGEMENT LLC | COM | 3554 | $24,554 | 221 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |