Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRUCE G ALLEN INVESTMENTS LLC | Stock | 1601 | $449,620 | 4,993 | 0.00 | 4,993 | +Inf | 03-31-2024 | |
FOCUS FINANCIAL NETWORK INC | COM | 1602 | $432,423 | 4,987 | 0.00 | 4,987 | +Inf | 03-31-2024 | |
CONFLUENCE WEALTH SERVICES INC | COM | 1603 | $449,079 | 4,987 | 0.00 | 4,987 | +Inf | 03-31-2024 | |
KLCM ADVISORS INC | COM | 1604 | $354,626 | 4,987 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |