Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SCHWARTZ INVESTMENT COUNSEL INC | COM | 1051 | $457,040 | 8,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
APOLLON WEALTH MANAGEMENT LLC | COM | 1052 | $456,152 | 7,984 | 0.00 | 0.00 | -141 | -1.74 | 03-31-2024 |
BENJAMIN F EDWARDS & COMPANY INC | COM | 1053 | $455,000 | 7,965 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
TIAA FSB | Common / Ordinary Stock | 1054 | $373,227 | 7,941 | 0.00 | 0.00 | -591 | -6.93 | 06-30-2023 |