Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DUDLEY CAPITAL MANAGEMENT LLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -9,200 | -28.75 | 12-31-2023 |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 402 | $79,456 | 22,445 | 0.00 | 0.00 | -11,047 | -32.98 | 03-31-2024 |
JPMORGAN CHASE & CO | COMMON | 403 | $78,783 | 22,255 | 0.00 | 22,255 | +Inf | 03-31-2024 | |
WIPFLI FINANCIAL ADVISORS LLC | SPONSORED ADR | 404 | $95,000 | 22,231 | 0.01 | 22,231 | +Inf | 09-30-2022 |