Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ELMWOOD WEALTH MANAGEMENT INC | COM | 1951 | $1,423,062 | 5,408 | 0.00 | 0.00 | -1,781 | -24.77 | 12-31-2023 |
APELLA CAPITAL LLC | COM | 1952 | $1,631,891 | 5,397 | 0.00 | 5,397 | +Inf | 03-31-2024 | |
M&R CAPITAL MANAGEMENT INC | Stock | 1953 | $1,623,963 | 5,392 | 0.00 | 0.00 | -2,015 | -27.20 | 03-31-2024 |
FUKOKU MUTUAL LIFE INSURANCE CO | COM | 1954 | $1,621,553 | 5,384 | 0.00 | 0.00 | -599 | -10.01 | 03-31-2024 |