Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUKOKU MUTUAL LIFE INSURANCE CO | COM | 1001 | $228,720 | 2,000 | 0.00 | 2,000 | +Inf | 12-31-2023 | |
BAKER TILLY WEALTH MANAGEMENT LLC | COM | 1002 | $228,034 | 1,994 | 0.00 | 1,994 | +Inf | 12-31-2023 | |
TRUE PRIVATE WEALTH ADVISORS | COM | 1003 | $252,701 | 1,955 | 0.00 | 1,955 | +Inf | 03-31-2024 | |
THREADGILL FINANCIAL LLC | COM | 1004 | $252,147 | 1,951 | 0.00 | 1,951 | +Inf | 03-31-2024 |