Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SRS CAPITAL ADVISORS INC | COM | 301 | $260,923 | 173 | 0.00 | 0.00 | 53 | 44.17 | 12-31-2023 |
VESTCOR INC | COM | 302 | $260,000 | 173 | 0.01 | 173 | +Inf | 12-31-2023 | |
HENGEHOLD CAPITAL MANAGEMENT LLC | COM | 303 | $306,838 | 171 | 0.00 | 0.00 | 30 | 21.28 | 03-31-2024 |
MARKSTON INTERNATIONAL LLC | common stock | 304 | $172,000 | 170 | 0.17 | 0.17 | 0 | 0.00 | 12-31-2021 |