Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEENER FINANCIAL PLANNING LLC | CL B NEW | 4551 | $443,000 | 1,052 | 0.30 | 0.29 | 0 | 0.00 | 03-31-2024 |
ORG PARTNERS LLC | BRK B | Liquidated | $0 | 0 | 0.00 | 1,052 | +Inf | 03-31-2024 | |
RETIREMENT PLANNING CO OF NEW ENGLAND INC | CL B NEW | 4553 | $442,107 | 1,051 | 0.00 | 0.00 | 88 | 9.14 | 03-31-2024 |
AMERICAN ASSET MANAGEMENT INC | CL B NEW | 4554 | $374,850 | 1,051 | 0.00 | 0.00 | -1 | -0.10 | 12-31-2023 |