Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WELCH GROUP LLC | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | -150 | -8.07 | 03-31-2024 |
WELCH GROUP LLC | COMMON | 2052 | $426,806 | 1,709 | 0.00 | 1,709 | +Inf | 03-31-2024 | |
SANDHILL CAPITAL PARTNERS LLC | COM | 2053 | $424,308 | 1,699 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MJP ASSOCIATES INC /ADV | COM | 2054 | $423,763 | 1,697 | 0.00 | 0.00 | 113 | 7.13 | 03-31-2024 |