Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WAYCROSS PARTNERS LLC | COM | 1951 | $566,410 | 1,379 | 0.00 | 0.00 | -5,000 | -78.38 | 03-31-2024 |
CURBSTONE FINANCIAL MANAGEMENT CORP | COM | 1952 | $566,000 | 1,378 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LAUREL WEALTH ADVISORS INC | Stock | 1953 | $588,000 | 1,372 | 0.06 | 1,372 | +Inf | 12-31-2022 | |
BAKER TILLY WEALTH MANAGEMENT LLC | COM | 1954 | $562,729 | 1,370 | 0.00 | 0.00 | 58 | 4.42 | 03-31-2024 |