Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JTC EMPLOYER SOLUTIONS TRUSTEE LTD | COM | 2001 | $378,000 | 3,615 | 0.02 | 0.04 | -307 | -7.83 | 03-31-2024 |
STERLING INVESTMENT ADVISORS LTD | COM | 2002 | $338,450 | 3,615 | 0.00 | 0.00 | -150 | -3.98 | 09-30-2023 |
FIFTH THIRD WEALTH ADVISORS LLC | COM | 2003 | $394,864 | 3,612 | 0.00 | 0.00 | -200 | -5.25 | 12-31-2023 |
GRAVES LIGHT LENHART WEALTH INC | Stock | 2004 | $382,347 | 3,605 | 0.00 | 0.00 | -49 | -1.34 | 03-31-2024 |