Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CANOPY PARTNERS LLC | Common Stock | 3751 | $982,859 | 2,337 | 0.00 | 2,337 | +Inf | 03-31-2024 | |
CONCORDE ASSET MANAGEMENT LLC | CL B NEW | 3752 | $796,576 | 2,336 | 0.00 | 0.00 | 1,513 | 183.84 | 06-30-2023 |
STERLING FINANCIAL PLANNING INC | CL B NEW | 3753 | $978,971 | 2,328 | 0.00 | 0.00 | -251 | -9.73 | 03-31-2024 |
COUNTRY TRUST BANK | COMMON STOCK | 3754 | $829,948 | 2,327 | 0.00 | 0.00 | 7 | 0.30 | 12-31-2023 |