Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUTTONWOOD FINANCIAL ADVISORS INC | COM | 1551 | $3,229,806 | 26,396 | 0.00 | 0.00 | 2,394 | 9.97 | 03-31-2024 |
PETTEE INVESTORS INC | COM | 1552 | $2,383,024 | 26,393 | 0.00 | 0.00 | -220 | -0.83 | 12-31-2023 |
KAVAR CAPITAL PARTNERS GROUP LLC | COM | 1553 | $2,376,869 | 26,325 | 0.00 | 0.00 | -5,206 | -16.51 | 12-31-2023 |
FOURTHOUGHT FINANCIAL LLC | Stock | 1554 | $2,478,000 | 26,271 | 0.37 | 26,271 | +Inf | 09-30-2022 |