Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COOMBE BENDER & CO LLC | COM | 2101 | $146,903 | 11,062 | 0.00 | 0.00 | -2,122 | -16.10 | 03-31-2024 |
BRIDGEWEALTH ADVISORY GROUP LLC | COM | 2102 | $146,789 | 11,053 | 0.00 | 0.00 | -159 | -1.42 | 03-31-2024 |
THOMAS WHITE INTERNATIONAL LTD | COM | 2103 | $139,243 | 11,051 | 0.00 | 0.04 | -4,649 | -29.61 | 03-31-2023 |
MJP ASSOCIATES INC /ADV | COM | 2104 | $146,461 | 11,029 | 0.00 | 11,029 | +Inf | 03-31-2024 |