Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOUNDERS CAPITAL MANAGEMENT | COM | 351 | $654 | 700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JPMORGAN CHASE & CO | COMMON | 352 | $589 | 631 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ATLAS CAPITAL ADVISORS LLC | Equity | 353 | $339 | 600 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DAIWA SECURITIES GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |