Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JACOBSEN CAPITAL MANAGEMENT | COM | 2001 | $967,715 | 1,665 | 0.00 | 0.00 | 37 | 2.27 | 03-31-2024 |
GALIBIER CAPITAL MANAGEMENT LTD | COM | 2002 | $868,714 | 1,665 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
BALLAST ADVISORS LLC | COM | 2003 | $961,321 | 1,654 | 0.00 | 0.00 | 681 | 69.99 | 03-31-2024 |
MERIDIAN WEALTH ADVISORS LLC | COM | 2004 | $877,927 | 1,654 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |