Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 1,492 | +Inf | 03-31-2024 | |
VESTOR CAPITAL LLC | COMMON STOCK | 3252 | $285,000 | 1,490 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
OCTAVIA WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,490 | +Inf | 03-31-2024 | |
EVERNEST FINANCIAL ADVISORS LLC | COM | 3254 | $270,400 | 1,489 | 0.00 | 1,489 | +Inf | 03-31-2024 |