Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTRACK INVESTMENT MANAGEMENT INC | COM | 1001 | $470,438 | 570 | 0.00 | 570 | +Inf | 03-31-2024 | |
WEALTHSTONE INC | Equities | 1002 | $386,000 | 568 | 0.13 | 568 | +Inf | 03-31-2021 | |
STRONG TOWER ADVISORY SERVICES | COM | 1003 | $454,291 | 568 | 0.00 | 0.00 | 40 | 7.58 | 03-31-2024 |
FUKOKU MUTUAL LIFE INSURANCE CO | COM | 1004 | $455,851 | 566 | 0.00 | 0.00 | 44 | 8.43 | 12-31-2023 |