Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PREMIER PATH WEALTH PARTNERS LLC | CAP STK CL C | 1701 | $5,124,629 | 33,624 | 0.00 | 0.00 | 2,938 | 9.57 | 03-31-2024 |
GFS ADVISORS LLC | CAP STK CL C | 1702 | $5,115,000 | 33,594 | 0.00 | 0.00 | -6,218 | -15.62 | 03-31-2024 |
AMERICAN RESEARCH & MANAGEMENT CO | com | 1703 | $3,224,000 | 33,536 | 0.89 | 0.90 | 31,933 | 1992.08 | 09-30-2022 |
KAMPMANN MELISSA S | Common Stock | 1704 | $4,711,290 | 33,430 | 0.00 | 0.00 | -180 | -0.54 | 12-31-2023 |