Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE ASSET MANAGEMENT INC | Common Stock | 1251 | $9,978,683 | 29,263 | 0.00 | 0.00 | -8,152 | -21.79 | 06-30-2023 |
TRUST CO OF KANSAS | CL B NEW | 1252 | $12,301,000 | 29,252 | 6.71 | 5.80 | -158 | -0.54 | 03-31-2024 |
IHT WEALTH MANAGEMENT LLC | CL B NEW | 1253 | $12,282,710 | 29,208 | 0.00 | 0.00 | -6,621 | -18.48 | 03-31-2024 |
AXXCESS WEALTH MANAGEMENT LLC | CL B NEW | 1254 | $12,258,940 | 29,152 | 0.00 | 0.00 | -24,616 | -45.78 | 03-31-2024 |