Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AHRENS INVESTMENT PARTNERS LLC | COM | 3551 | $372,000 | 737 | 0.20 | 0.14 | 126 | 20.62 | 09-30-2022 |
BARNES PETTEY FINANCIAL ADVISORS LLC | COM | 3552 | $370,580 | 735 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BICKLING FINANCIAL SERVICES INC | Stock | 3553 | $388,642 | 733 | 0.00 | 0.25 | 2 | 0.27 | 12-31-2022 |
CAITLIN JOHN LLC | COM | 3554 | $386,047 | 733 | 0.00 | 733 | +Inf | 12-31-2023 |