Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NATIONS FINANCIAL GROUP INC /IA/ /ADV | Stock | 1401 | $2,920,078 | 10,356 | 0.00 | 0.00 | -63 | -0.60 | 03-31-2024 |
CROSSVAULT CAPITAL MANAGEMENT LLC | COM | 1402 | $2,553,000 | 10,342 | 1.00 | 0.86 | -460 | -4.26 | 06-30-2022 |
COHEN INVESTMENT ADVISORS LLC | COM | 1403 | $2,912,543 | 10,330 | 0.00 | 0.00 | 1,095 | 11.86 | 03-31-2024 |
LESTER MURRAY ANTMAN DBA SIMPLYRICH | COM | 1404 | $3,053,000 | 10,298 | 1.05 | 1.31 | 34 | 0.33 | 12-31-2023 |