Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HORIZON KINETICS ASSET MANAGEMENT LLC | COM SH BEN INT | Liquidated | $0 | 0 | 0.00 | 11,800 | +Inf | 12-31-2023 | |
SPIRE WEALTH MANAGEMENT | COM SH BEN INT | 352 | $222,406 | 11,780 | 0.00 | 0.00 | 1,345 | 12.89 | 03-31-2024 |
PRINCIPAL FINANCIAL GROUP INC | COM SH BEN INT | 353 | $221,821 | 11,749 | 0.00 | 0.00 | -1,117 | -8.68 | 03-31-2024 |
ROYAL BANK OF CANADA | COM SH BEN INT | 354 | $243,000 | 11,706 | 0.00 | 0.00 | -15,917 | -57.62 | 03-31-2023 |