Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PETERSON FINANCIAL GROUP INC | COM | 1901 | $1,636,286 | 32,389 | 0.00 | 0.00 | 9,717 | 42.86 | 12-31-2023 |
BULL STREET ADVISORS LLC | COM | 1902 | $1,616,000 | 32,388 | 0.77 | 0.82 | 220 | 0.68 | 03-31-2024 |
MEANS INVESTMENT CO INC | COM | 1903 | $1,611,362 | 32,285 | 0.00 | 0.00 | -2,437 | -7.02 | 03-31-2024 |
EMFO LLC | COM | 1904 | $1,629,270 | 32,250 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |