Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE INVESTMENT PARTNERS LLC | COM | 2001 | $735,553 | 11,502 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
NEW HAMPSHIRE TRUST | Equities | 2002 | $623,266 | 11,493 | 0.00 | 0.00 | -305 | -2.59 | 03-31-2024 |
STEPH & CO | COM | 2003 | $621,313 | 11,457 | 0.00 | 0.00 | 2,879 | 33.56 | 03-31-2024 |
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 2004 | $732,036 | 11,447 | 0.00 | 0.00 | -2,002 | -14.89 | 06-30-2023 |