Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JACOBSEN CAPITAL MANAGEMENT | COM | 2001 | $381,550 | 587 | 0.00 | 0.00 | -29 | -4.71 | 03-31-2024 |
PFS INVESTMENTS INC | COMMON | 2002 | $227,000 | 586 | 0.00 | 586 | +Inf | 09-30-2022 | |
BISON WEALTH LLC | COM | 2003 | $380,362 | 585 | 0.00 | 0.00 | 1 | 0.17 | 03-31-2024 |
CEDAR MOUNTAIN ADVISORS LLC | COM | 2004 | $379,541 | 584 | 0.00 | 0.00 | 1 | 0.17 | 03-31-2024 |