Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 134 | 5.05 | 12-31-2023 |
LM KOHN & COMPANY | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 95 | 3.54 | 03-31-2024 |
NATIONS FINANCIAL GROUP INC /IA/ /ADV | Stock | 2203 | $570,903 | 2,781 | 0.00 | 0.00 | 765 | 37.95 | 03-31-2024 |
FUKOKU MUTUAL LIFE INSURANCE CO | COM | 2204 | $570,595 | 2,780 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |