Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEARSTEAD TRUST LLC | COM | 2101 | $208,363 | 2,614 | 0.00 | 0.00 | 240 | 10.11 | 12-31-2023 |
IFG ADVISORY LLC | Common Stock | 2102 | $208,187 | 2,611 | 0.00 | 2,611 | +Inf | 12-31-2023 | |
MATRIX ASSET ADVISORS INC/NY | COM | 2103 | $234,130 | 2,600 | 0.00 | 2,600 | +Inf | 03-31-2024 | |
GEOWEALTH MANAGEMENT LLC | COM | 2104 | $206,000 | 2,581 | 0.02 | 2,581 | +Inf | 12-31-2023 |