Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALEXANDER RANDOLPH ADVISORY INC | COM | 4401 | $3,181,675 | 8,461 | 0.00 | 8,461 | +Inf | 12-31-2023 | |
ROUND HILL ASSET MANAGEMENT | COM | 4402 | $2,173,000 | 8,459 | 1.33 | 1.43 | 0 | 0.00 | 06-30-2022 |
FIRST NATIONAL CORP /MA/ /ADV | COM | 4403 | $3,179,330 | 8,455 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SAVVY ADVISORS INC | COM | 4404 | $3,178,592 | 8,453 | 0.00 | 8,453 | +Inf | 12-31-2023 |