Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MILESTONE INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 10 | +Inf | 12-31-2023 | |
MCILRATH & ECK LLC | COM | 402 | $3,592 | 9 | 0.00 | 9 | +Inf | 03-31-2024 | |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 403 | $2,655 | 9 | 0.00 | 9 | +Inf | 06-30-2023 | |
ARLINGTON TRUST CO LLC | COM | Liquidated | $0 | 0 | 0.00 | 8 | +Inf | 03-31-2024 |