Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST WEALTH MANAGEMENT LLC | TR UNIT | 351 | $204,924 | 10,701 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CARMEL CAPITAL PARTNERS LLC | TR UNIT | 352 | $215,726 | 10,606 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ROBINSON VALUE MANAGEMENT LTD | TR UNIT | 353 | $211,536 | 10,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CUTTER & CO BROKERAGE INC | COM | 354 | $210,722 | 10,360 | 0.00 | 0.00 | -16,500 | -61.43 | 03-31-2024 |