Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIBC PRIVATE WEALTH GROUP LLC | COM SHS | 251 | $41,998 | 7,567 | 0.00 | 7,567 | +Inf | 03-31-2024 | |
FWL INVESTMENT MANAGEMENT LLC | COM SHS | 252 | $37,054 | 7,323 | 0.00 | 7,323 | +Inf | 09-30-2023 | |
US BANCORP \DE\ | COM SHS | 253 | $36,634 | 7,018 | 0.00 | 0.00 | 2,603 | 58.96 | 12-31-2023 |
HOOVER FINANCIAL ADVISORS INC | COM SHS | 254 | $29,000 | 4,350 | 0.01 | 0.00 | 3,350 | 335.00 | 06-30-2021 |