Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATEGIC INVESTMENT SOLUTIONS INC /IL | COMMON STOCK | 2351 | $4,020 | 27 | 0.00 | 0.00 | -1,674 | -98.41 | 12-31-2023 |
LAFFER TENGLER INVESTMENTS INC | COMMON STOCKS | 2352 | $4,836 | 24 | 0.00 | 24 | +Inf | 03-31-2024 | |
SUREVEST LLC | COM | 2353 | $2,000 | 23 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 2354 | $4,433 | 22 | 0.00 | 22 | +Inf | 03-31-2024 |