Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATRICK MAURO INVESTMENT ADVISOR INC | COM | 1201 | $3,245,048 | 64,578 | 0.00 | 0.00 | -13,496 | -17.29 | 12-31-2023 |
LOUDON INVESTMENT MANAGEMENT LLC | COM | 1202 | $2,294,824 | 64,552 | 0.00 | 0.00 | 2,304 | 3.70 | 12-31-2023 |
FIRST PERSONAL FINANCIAL SERVICES | COM | 1203 | $3,237,957 | 64,437 | 0.00 | 0.00 | -873 | -1.34 | 12-31-2023 |
BLUEFIN CAPITAL MANAGEMENT LLC | COM | 1204 | $1,577,371 | 64,100 | 0.00 | 0.00 | -45,711 | -41.63 | 12-31-2023 |