Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREYTOWN ADVISORS INC | COM | 4151 | $388,592 | 2,479 | 0.00 | 0.00 | 7 | 0.28 | 12-31-2023 |
EAGLE STRATEGIES LLC | COM | 4152 | $439,000 | 2,475 | 0.16 | 0.21 | -612 | -19.83 | 06-30-2022 |
BT WEALTH MANAGEMENT LLC | COM | 4153 | $439,000 | 2,475 | 0.11 | 0.12 | -80 | -3.13 | 03-31-2022 |
SILVANT CAPITAL MANAGEMENT LLC | COM | 4154 | $387,305 | 2,471 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |