Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
L ROY PAPP & ASSOCIATES LLP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LINCOLN CAPITAL LLC | COM | 702 | $272,310 | 3,226 | 0.00 | 0.09 | -58 | -1.77 | 12-31-2023 |
LIBERTY CAPITAL MANAGEMENT INC | COM | 703 | $286,678 | 3,224 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
55I LLC | COM | 704 | $276,000 | 3,220 | 0.01 | 3,220 | +Inf | 09-30-2022 |