Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC | COM | 2401 | $3,220,427 | 18,932 | 0.00 | 0.00 | 1,235 | 6.98 | 12-31-2023 |
ALEXANDER RANDOLPH ADVISORY INC | COM | 2402 | $3,219,823 | 18,929 | 0.00 | 18,929 | +Inf | 12-31-2023 | |
VAN CLEEF ASSET MANAGEMENTINC | COM | 2403 | $3,207,036 | 18,854 | 0.00 | 0.00 | 16 | 0.08 | 12-31-2023 |
GRAYBILL WEALTH MANAGEMENT LTD | Stock | 2404 | $3,775,379 | 18,849 | 0.00 | 0.00 | -37 | -0.20 | 03-31-2024 |