Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARRELL INVESTMENT PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WELCH GROUP LLC | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | -10,922 | -30.53 | 03-31-2024 |
SHELTON CAPITAL MANAGEMENT | COM | 553 | $121,699 | 24,786 | 0.00 | 0.00 | -4,653 | -15.81 | 12-31-2023 |
FOUNDERS FINANCIAL ALLIANCE LLC | COM | 554 | $121,436 | 24,732 | 0.00 | 0.00 | -1,329 | -5.10 | 12-31-2023 |