Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STATE OF WYOMING | COM NEW | 2501 | $109,161 | 2,371 | 0.00 | 0.04 | 450 | 23.43 | 06-30-2023 |
GLEASON GROUP INC | COM | 2502 | $149,898 | 2,370 | 0.00 | 0.00 | 22 | 0.94 | 03-31-2024 |
ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 2503 | $145,786 | 2,305 | 0.00 | 2,305 | +Inf | 03-31-2024 | |
REILLY FINANCIAL ADVISORS LLC | COM NEW | 2504 | $138,000 | 2,289 | 0.01 | 0.01 | 917 | 66.84 | 12-31-2021 |