Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOSTON RESEARCH & MANAGEMENT INC | COM | 1301 | $336,000 | 1,936 | 0.09 | 0.09 | 0 | 0.00 | 12-31-2023 |
FSM WEALTH ADVISORS LLC | COM | 1302 | $301,786 | 1,930 | 0.00 | 0.00 | -92 | -4.55 | 09-30-2023 |
GUYASUTA INVESTMENT ADVISORS INC | COM | 1303 | $335,027 | 1,925 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SYON CAPITAL LLC | Stock | 1304 | $334,055 | 1,919 | 0.00 | 0.00 | 155 | 8.79 | 12-31-2023 |