Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DANIELS&TANSEYLLP | OPTION | 4051 | $145 | 2,700 | 0.00 | 0.00 | -300 | -10.00 | 09-30-2023 |
CHELSEA COUNSEL CO | COM | 4052 | $142,757 | 2,655 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
HARTFORD FINANCIAL MANAGEMENT INC | COM | 4053 | $130,465 | 2,614 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STEPHENS CONSULTING LLC | COM | 4054 | $131,769 | 2,608 | 0.00 | 0.00 | 9 | 0.35 | 12-31-2023 |