Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VITALSTONE FINANCIAL LLC | Stock | 2601 | $23,000 | 282 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2023 |
GOLD INVESTMENT MANAGEMENT LTD | COM | 2602 | $22,683 | 280 | 0.00 | 280 | +Inf | 12-31-2023 | |
ALBION FINANCIAL GROUP /UT | COM | 2603 | $20,291 | 277 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HOBBS GROUP ADVISORS LLC | COM | 2604 | $21,792 | 269 | 0.00 | 269 | +Inf | 12-31-2023 |