Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLARIUS GROUP LLC | COM | 2001 | $1,431,668 | 28,685 | 0.00 | 0.00 | -6,413 | -18.27 | 03-31-2024 |
CUTLER GROUP LLC / CA | COM | 2002 | $1,431,000 | 28,683 | 0.47 | 0.12 | 1,851 | 6.90 | 03-31-2024 |
CASSADAY & CO WEALTH MANAGEMENT LLC | COM | 2003 | $1,444,139 | 28,580 | 0.00 | 0.00 | -736 | -2.51 | 12-31-2023 |
PEGASUS ASSET MANAGEMENT INC | COM | 2004 | $1,141,000 | 28,527 | 0.65 | 0.69 | -37 | -0.13 | 09-30-2022 |