Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL MARKET STRATEGIES LLC | Stock | Liquidated | $0 | 0 | 0.00 | 450 | +Inf | 03-31-2024 | |
MAIN STREET RESEARCH LLC | COM | Liquidated | $0 | 0 | 0.00 | 450 | +Inf | 03-31-2024 | |
PGGM INVESTMENTS | COM | 803 | $200,000 | 449 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HERITAGE WEALTH ADVISORS | COM | 804 | $77,348 | 440 | 0.00 | 0.00 | -268 | -37.85 | 03-31-2024 |