Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SJS INVESTMENT CONSULTING INC | COM | 3451 | $80,851 | 61 | 0.00 | 0.00 | 20 | 48.78 | 03-31-2024 |
PIN OAK INVESTMENT ADVISORS INC | COM | 3452 | $67,000 | 60 | 0.07 | 0.14 | -111 | -64.91 | 12-31-2023 |
HANSON & DOREMUS INVESTMENT MANAGEMENT | COMMON | 3453 | $78,000 | 59 | 0.01 | 0.03 | -61 | -50.83 | 03-31-2024 |
WESTERN PACIFIC WEALTH MANAGEMENT LP | Stock | 3454 | $64,773 | 58 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |