Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CSAT INVESTMENT ADVISORY LP | COM | 1451 | $35,000 | 234 | 0.03 | 234 | +Inf | 03-31-2021 | |
TFC FINANCIAL MANAGEMENT INC | COM | 1452 | $29,434 | 223 | 0.00 | 0.00 | 11 | 5.19 | 12-31-2023 |
MERCER CAPITAL ADVISERS INC | COM | 1453 | $37,000 | 219 | 0.02 | 0.06 | -500 | -69.54 | 09-30-2021 |
ST GERMAIN D J CO INC | Stock | 1454 | $26,031 | 213 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |