Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RETIREMENT GROUP LLC | COM | 901 | $62,377 | 3,168 | 0.00 | 0.00 | 687 | 27.69 | 03-31-2024 |
KINGS POINT CAPITAL MANAGEMENT | COM | 902 | $23,000 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
BIVIN & ASSOCIATES INC | COM | 903 | $14,000 | 2,425 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2022 |
CARROLL FINANCIAL ASSOCIATES INC | REIT | 904 | $15,000 | 1,849 | 0.00 | 0.00 | -6,500 | -77.85 | 12-31-2021 |