Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHSTREET INVESTMENT ADVISORS LLC | COM | 6101 | $171,000 | 980 | 4.60 | 4.29 | 0 | 0.00 | 03-31-2022 |
PARK CAPITAL GROUP | COM | 6102 | $117,000 | 960 | 0.65 | 960 | +Inf | 03-31-2021 | |
FAMILY CFO INC | COM | 6103 | $152,617 | 890 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RICHARDSON FINANCIAL SERVICES INC | Common Stock | 6104 | $151,760 | 885 | 0.00 | 885 | +Inf | 03-31-2024 |