Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOSTON RESEARCH & MANAGEMENT INC | COM | 2051 | $519,000 | 2,078 | 0.13 | 0.13 | 0 | 0.00 | 06-30-2024 |
OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC | COM | 2052 | $518,749 | 2,076 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
AMERICANA PARTNERS LLC | COM | 2053 | $518,439 | 2,075 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
COZAD ASSET MANAGEMENT INC | COM | 2054 | $518,189 | 2,074 | 0.00 | 0.00 | 92 | 4.64 | 06-30-2024 |