Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOUNT VERNON ASSOCIATES INC /MD/ | com | 4201 | $376,000 | 2,376 | 0.32 | 0.37 | -10 | -0.42 | 03-31-2024 |
GW HENSSLER & ASSOCIATES LTD | COM | 4202 | $372,415 | 2,376 | 0.00 | 0.00 | 108 | 4.76 | 12-31-2023 |
BEACON BRIDGE WEALTH PARTNERS LLC | COM | 4203 | $371,283 | 2,369 | 0.00 | 0.00 | 1 | 0.04 | 12-31-2023 |
IRONWOOD INVESTMENT MANAGEMENT LLC | COM | 4204 | $371,160 | 2,368 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |