Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH DIMENSIONS GROUP LTD | COM | 1801 | $483,863 | 5,143 | 0.00 | 0.00 | -190 | -3.56 | 12-31-2023 |
KOSHINSKI ASSET MANAGEMENT INC | COM | 1802 | $482,999 | 5,134 | 0.00 | 0.00 | -6,117 | -54.37 | 12-31-2023 |
TI-TRUST INC | COM | 1803 | $469,553 | 5,125 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NACHMAN NORWOOD & PARROTT INC | COM | 1804 | $514,000 | 5,125 | 0.05 | 0.05 | -259 | -4.81 | 06-30-2021 |