Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAGELLAN ASSET MANAGEMENT LTD | COM | 2201 | $147,000 | 727 | 0.00 | 0.00 | 539 | 286.70 | 09-30-2022 |
INDEPENDENT WEALTH NETWORK INC | COM | Liquidated | $0 | 0 | 0.00 | 725 | +Inf | 03-31-2024 | |
NORTHSTAR ADVISORY GROUP LLC | COM | 2203 | $216,809 | 724 | 0.00 | 0.00 | -702 | -49.23 | 12-31-2023 |
ARVEST TRUST CO N A | COM | 2204 | $215,611 | 720 | 0.00 | 720 | +Inf | 12-31-2023 |