Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KLCM ADVISORS INC | COM | 2001 | $1,126,938 | 9,915 | 0.00 | 0.00 | -556 | -5.31 | 03-31-2024 |
MOSER WEALTH ADVISORS LLC | COM | 2002 | $1,078,753 | 9,895 | 0.00 | 0.90 | -990 | -9.10 | 06-30-2023 |
BARTON INVESTMENT MANAGEMENT | COM | 2003 | $1,124,553 | 9,894 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GENEOS WEALTH MANAGEMENT INC | COM | 2004 | $1,122,620 | 9,877 | 0.00 | 0.00 | 159 | 1.64 | 03-31-2024 |