Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEW ENGLAND RESEARCH & MANAGEMENT INC | CS | 2051 | $363,000 | 3,420 | 0.18 | 0.20 | 0 | 0.00 | 03-31-2024 |
YEOMANS CONSULTING GROUP INC | COM | 2052 | $362,547 | 3,418 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BILL FEW ASSOCIATES INC | COM | 2053 | $362,335 | 3,416 | 0.00 | 0.00 | -668 | -16.36 | 03-31-2024 |
STEELE CAPITAL MANAGEMENT INC | COM | 2054 | $361,805 | 3,411 | 0.00 | 0.00 | 413 | 13.78 | 03-31-2024 |