Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTERN WEALTH MANAGEMENT LLC | COM | 2051 | $342,692 | 548 | 0.00 | 548 | +Inf | 12-31-2023 | |
KUHN & CO INVESTMENT COUNSEL | COM | 2052 | $355,550 | 547 | 0.00 | 0.00 | 4 | 0.74 | 03-31-2024 |
KAPITALO INVESTIMENTOS LTDA | COM | 2053 | $355,550 | 547 | 0.00 | 0.00 | 321 | 142.04 | 03-31-2024 |
PETERSON WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -6 | -1.08 | 12-31-2023 |