Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTER FOR ASSET MANAGEMENT LLC | COM | 2751 | $490,902 | 2,481 | 0.00 | 0.00 | 52 | 2.14 | 06-30-2024 |
EVERETT HARRIS & CO /CA/ | COM | 2752 | $435,959 | 2,480 | 0.00 | 0.00 | -490 | -16.50 | 03-31-2024 |
SUNFLOWER BANK NA | Equities | 2753 | $435,783 | 2,479 | 0.00 | 0.00 | -177 | -6.66 | 03-31-2024 |
FINANCIAL CONNECTIONS GROUP INC | COM | 2754 | $490,000 | 2,478 | 0.25 | 0.47 | 30 | 1.23 | 06-30-2024 |