Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WELCH GROUP LLC | COMMON | 451 | $341,655 | 2,512 | 0.00 | 2,512 | +Inf | 03-31-2024 | |
PARADIGM FINANCIAL ADVISORS LLC | COM | 452 | $215,000 | 2,500 | 0.05 | 0.05 | 0 | 0.00 | 09-30-2021 |
TRUST POINT INC | COMMON STOCK | 453 | $337,628 | 2,482 | 0.00 | 0.00 | 113 | 4.77 | 03-31-2024 |
QUADRANT CAPITAL GROUP LLC | COM | 454 | $337,083 | 2,478 | 0.00 | 0.00 | -1 | -0.04 | 03-31-2024 |