Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOTCO | Com | 2201 | $171,518 | 1,326 | 0.00 | 0.00 | -1 | -0.08 | 03-31-2024 |
GLOBAL FINANCIAL PRIVATE CLIENT LLC | Stock | 2202 | $165,117 | 1,314 | 0.00 | 1,314 | +Inf | 03-31-2020 | |
MEMBERS CAPITAL ADVISORS INC | Common Stock | 2203 | $168,802 | 1,305 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COVINGTON CAPITAL MANAGEMENT | COM | 2204 | $174,000 | 1,288 | 0.01 | 0.01 | -117 | -8.33 | 06-30-2022 |