Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOUNDERS FINANCIAL ALLIANCE LLC | COM | 2151 | $2,854,553 | 18,212 | 0.00 | 0.00 | 868 | 5.00 | 12-31-2023 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | COM | 2152 | $2,881,031 | 18,212 | 0.00 | 0.00 | -2,212 | -10.83 | 03-31-2024 |
VICKERMAN INVESTMENT ADVISORS INC | COM | 2153 | $2,876,622 | 18,185 | 0.00 | 0.00 | 442 | 2.49 | 03-31-2024 |
GOLD INVESTMENT MANAGEMENT LTD | COM | 2154 | $2,872,889 | 18,161 | 0.00 | 0.00 | -767 | -4.05 | 03-31-2024 |