Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARSON ADVISORY INC | COM NEW | 1301 | $1,126,494 | 17,813 | 0.00 | 0.00 | -500 | -2.73 | 03-31-2024 |
ABUNDANCE WEALTH COUNSELORS | COM NEW | 1302 | $1,122,000 | 17,738 | 0.26 | 0.21 | 2,234 | 14.41 | 03-31-2024 |
RMSINCERBEAUX CAPITAL MANAGEMENT LLC | COM NEW | 1303 | $728,782 | 17,719 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
POLIANTA LTD | Common Stock | Liquidated | $0 | 0 | 0.53 | 0.49 | -6,300 | -26.25 | 03-31-2024 |