Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BANK JULIUS BAER & CO LTD ZURICH | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -8 | -1.26 | 03-31-2024 |
OAKWORTH CAPITAL INC | COMMON STOCK | 1752 | $67,387 | 618 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
LAUREL WEALTH ADVISORS LLC | COM | 1753 | $106,575 | 616 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HAZLETT BURT & WATSON INC | COM | 1754 | $107,000 | 615 | 0.06 | 0.06 | 0 | 0.00 | 03-31-2024 |