Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEST ASSET MANAGEMENT INC | COM | 1851 | $206,000 | 3,872 | 0.20 | 3,872 | +Inf | 06-30-2023 | |
SAXON INTERESTS INC | COM | 1852 | $224,073 | 3,868 | 0.00 | 0.00 | -44 | -1.12 | 03-31-2024 |
PARSEC FINANCIAL MANAGEMENT INC | COM | 1853 | $211,770 | 3,863 | 0.00 | 0.00 | -1,776 | -31.49 | 03-31-2023 |
ROYAL CAPITAL WEALTH MANAGEMENT LLC | COM | 1854 | $211,645 | 3,859 | 0.00 | 0.00 | -145 | -3.62 | 12-31-2023 |