Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARTNERSHIP WEALTH MANAGEMENT LLC | Stock | 5801 | $137,089 | 760 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KEENER FINANCIAL PLANNING LLC | COM | 5802 | $138,000 | 760 | 0.09 | 0.09 | 0 | 0.00 | 03-31-2024 |
RICHARDSON CAPITAL MANAGEMENT LLC | COM | 5803 | $137,089 | 760 | 0.00 | 760 | +Inf | 03-31-2024 | |
PINENO LEVIN & FORD ASSET MANAGEMENT INC | COM | 5804 | $2,534,000 | 760 | 0.75 | 0.76 | 42 | 5.85 | 12-31-2021 |