Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LARSON FINANCIAL GROUP LLC | COM | 2051 | $453,177 | 2,419 | 0.00 | 0.00 | 6 | 0.25 | 12-31-2023 |
AUA CAPITAL MANAGEMENT LLC | COM | 2052 | $549,188 | 2,412 | 0.00 | 0.00 | 12 | 0.50 | 03-31-2024 |
WITTENBERG INVESTMENT MANAGEMENT INC | COM | 2053 | $451,448 | 2,410 | 0.00 | 0.13 | 0 | 0.00 | 12-31-2023 |
HOWLAND CAPITAL MANAGEMENT LLC | COM | 2054 | $451,303 | 2,409 | 0.00 | 0.00 | -17 | -0.70 | 12-31-2023 |