Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AIMZ INVESTMENT ADVISORS LLC | COM | 1851 | $3,206,000 | 6,046 | 1.51 | 1.76 | -1,112 | -15.54 | 12-31-2022 |
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 1852 | $2,901,383 | 6,037 | 0.00 | 0.00 | -53 | -0.87 | 06-30-2023 |
MOUNT LUCAS MANAGEMENT LP | Common Stock | 1853 | $2,845,937 | 6,022 | 0.00 | 1.02 | 145 | 2.47 | 03-31-2023 |
CATALYTIC WEALTH RIA LLC | COM | 1854 | $3,168,823 | 6,019 | 0.00 | 6,019 | +Inf | 12-31-2023 |