Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RESOURCE MANAGEMENT LLC | COM | 2201 | $1,390,000 | 9,975 | 0.16 | 0.16 | -49 | -0.49 | 09-30-2021 |
ACCRETIVE WEALTH PARTNERS LLC | COM | 2202 | $1,569,893 | 9,958 | 0.00 | 0.00 | -110 | -1.09 | 12-31-2023 |
ARGUS INVESTORS' COUNSEL INC | COM | 2203 | $1,590,504 | 9,945 | 0.00 | 0.00 | -470 | -4.51 | 09-30-2023 |
LIFEWORKS ADVISORS LLC | COM | 2204 | $1,563,933 | 9,920 | 0.00 | 0.00 | -1,618 | -14.02 | 12-31-2023 |