Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST ADVISORS | Stock | 1301 | $200,961 | 2,209 | 0.00 | 0.00 | 482 | 27.91 | 12-31-2023 |
CSENGE ADVISORY GROUP | COM | 1302 | $200,589 | 2,205 | 0.00 | 2,205 | +Inf | 12-31-2023 | |
EVANSON ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,200 | +Inf | 03-31-2024 | |
PERPETUAL INVESTMENT MANAGEMENT LTD | COM | 1304 | $209,682 | 2,200 | 0.00 | 2,200 | +Inf | 12-31-2022 |