Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TLWM | COM | 4251 | $476,404 | 962 | 0.00 | 0.00 | -65 | -6.33 | 12-31-2023 |
TAGSTONE CAPITAL INC | COM | 4252 | $476,000 | 961 | 0.31 | 0.29 | 1 | 0.10 | 12-31-2023 |
AIMZ INVESTMENT ADVISORS LLC | COM | 4253 | $867,860 | 960 | 0.00 | 960 | +Inf | 03-31-2024 | |
PCA INVESTMENT ADVISORY SERVICES INC | COM | 4254 | $867,114 | 959 | 0.00 | 0.00 | 123 | 14.71 | 03-31-2024 |