Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN CAPITAL ADVISORY LLC | COM | 851 | $279,033 | 7,738 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARRY INVESTMENT ADVISORS LLC | COM | 852 | $274,138 | 7,728 | 0.00 | 0.16 | -7,094 | -47.86 | 09-30-2023 |
PLIMOTH TRUST CO LLC | Com | 853 | $298,581 | 7,652 | 0.00 | 0.00 | -40 | -0.52 | 03-31-2024 |
MERIT FINANCIAL GROUP LLC | COM | 854 | $276,429 | 7,619 | 0.00 | 0.00 | -364 | -4.56 | 03-31-2024 |