Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TIEMANN INVESTMENT ADVISORS LLC | COM | 2301 | $454,208 | 4,970 | 0.00 | 0.00 | -275 | -5.24 | 03-31-2024 |
ALDEBARAN FINANCIAL INC | COM | 2302 | $454,125 | 4,969 | 0.00 | 0.00 | -558 | -10.10 | 03-31-2024 |
SAGE PRIVATE WEALTH GROUP LLC | COM | 2303 | $418,000 | 4,958 | 0.55 | 0.54 | 13 | 0.26 | 09-30-2022 |
MERIDIAN INVESTMENT COUNSEL INC | COM | 2304 | $452,837 | 4,955 | 0.00 | 0.00 | -171 | -3.34 | 03-31-2024 |