Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORECAP ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.19 | 1,250 | 6.54 | 06-30-2023 |
WELCH GROUP LLC | COMMON | 1452 | $18,352,750 | 20,312 | 0.00 | 20,312 | +Inf | 03-31-2024 | |
GUNDERSON CAPITAL MANAGEMENT INC | COM | 1453 | $8,835,087 | 20,311 | 0.01 | 0.01 | -9,432 | -31.71 | 09-30-2023 |
ARGENT TRUST CO | COMMON STOCK | 1454 | $18,331,423 | 20,288 | 0.00 | 0.00 | -1,664 | -7.58 | 03-31-2024 |