Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOLDEN STATE WEALTH MANAGEMENT LLC | Common Stock | 3301 | $575,000 | 4,250 | 0.19 | 0.23 | -4,053 | -48.81 | 03-31-2022 |
ADAMS ASSET ADVISORS LLC | COM | 3302 | $689,562 | 4,250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KEATING INVESTMENT COUNSELORS INC | COM | 3303 | $621,476 | 4,241 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LEGACY TRUST | COM | 3304 | $687,940 | 4,240 | 0.00 | 0.00 | -1,044 | -19.76 | 03-31-2024 |