Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUNBELT SECURITIES INC | Stock | 2551 | $320,637 | 3,412 | 0.00 | 0.00 | -6,153 | -64.33 | 03-31-2024 |
FREEDOM INVESTMENT MANAGEMENT INC | CL B | 2552 | $326,010 | 3,409 | 0.00 | 0.00 | 171 | 5.28 | 09-30-2023 |
COHEN & STEERS INC | COM | 2553 | $376,000 | 3,406 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
HAMEL ASSOCIATES INC | CL B | 2554 | $320,002 | 3,405 | 0.00 | 0.00 | -255 | -6.97 | 03-31-2024 |