Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRUCE G ALLEN INVESTMENTS LLC | Stock | 901 | $3,401 | 18 | 0.00 | 18 | +Inf | 03-31-2024 | |
FORTIS ADVISORS LLC | Stock | 902 | $3,401 | 18 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WETZEL INVESTMENT ADVISORS INC | PTC | 903 | $3,163 | 18 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VITALSTONE FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.00 | 17 | +Inf | 12-31-2023 |