Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONUMENT CAPITAL MANAGEMENT | COM | 4201 | $1,068,138 | 7,030 | 0.00 | 0.00 | 747 | 11.89 | 12-31-2023 |
HUDOCK INC | COM | 4202 | $1,067,227 | 7,024 | 0.00 | 0.00 | -46 | -0.65 | 12-31-2023 |
WEALTHSTAR ADVISORS LLC | COM | 4203 | $794,000 | 7,020 | 0.38 | 0.26 | 740 | 11.78 | 09-30-2022 |
NOVAPOINT CAPITAL LLC | COM | 4204 | $1,262,750 | 7,001 | 0.00 | 0.00 | 1,155 | 19.76 | 03-31-2024 |