Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WETZEL INVESTMENT ADVISORS INC | SCHW | 2701 | $11,888 | 163 | 0.00 | 0.02 | -287 | -63.78 | 03-31-2024 |
WESTEND CAPITAL MANAGEMENT LLC | COM | 2702 | $11,791 | 163 | 0.00 | 163 | +Inf | 03-31-2024 | |
YHB INVESTMENT ADVISORS INC | Stock | 2703 | $11,719 | 162 | 0.00 | 162 | +Inf | 03-31-2024 | |
PRAIRIEVIEW PARTNERS LLC | COM | 2704 | $12,000 | 162 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |