Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GUERRA PAN ADVISORS LLC | COM | 2401 | $741,765 | 14,761 | 0.00 | 0.00 | -60 | -0.40 | 12-31-2023 |
DAVIDSON TRUST CO | Equities | 2402 | $739,780 | 14,722 | 0.00 | 0.00 | -143 | -0.96 | 12-31-2023 |
VERACITY CAPITAL LLC | COM | 2403 | $739,474 | 14,716 | 0.00 | 0.00 | 1,949 | 15.27 | 12-31-2023 |
COZAD ASSET MANAGEMENT INC | COM | 2404 | $737,693 | 14,680 | 0.00 | 0.00 | -199 | -1.34 | 12-31-2023 |