Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SANTORI & PETERS INC | CAP STK CL A | 5001 | $270,014 | 1,789 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HYPERION PARTNERS LLC | CAP STK CL A | 5002 | $269,561 | 1,786 | 0.00 | 1,786 | +Inf | 03-31-2024 | |
ARBOR INVESTMENT ADVISORS LLC | Stock | 5003 | $268,957 | 1,782 | 0.00 | 1,782 | +Inf | 03-31-2024 | |
PROFESSIONAL PLANNING | CAP STK CL A | 5004 | $4,756,000 | 1,779 | 2.27 | 1.98 | 11 | 0.62 | 09-30-2021 |