Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE RETIREMENT GROUP INC | COM | 3651 | $284,550 | 1,779 | 0.00 | 0.00 | 18 | 1.02 | 09-30-2023 |
LOCKERMAN FINANCIAL GROUP INC | COM | 3652 | $278,883 | 1,769 | 0.00 | 0.00 | 54 | 3.15 | 12-31-2023 |
LANTERN WEALTH ADVISORS LLC | COM | 3653 | $278,591 | 1,767 | 0.00 | 1,767 | +Inf | 12-31-2023 | |
CYPRESS ASSET MANAGEMENT INC/TX | COM | 3654 | $278,252 | 1,765 | 0.00 | 0.00 | -38 | -2.11 | 12-31-2023 |