Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BALDRIGE ASSET MANAGEMENT LLC | COM | 4051 | $73,000 | 498 | 0.03 | 0.03 | 2 | 0.40 | 03-31-2023 |
KOESTEN HIRSCHMANN & CRABTREE INC | COM | 4052 | $76,145 | 483 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 4053 | $74,115 | 470 | 0.00 | 470 | +Inf | 12-31-2023 | |
RITTER DANIHER FINANCIAL ADVISORY LLC | COM | 4054 | $70,000 | 470 | 0.05 | 0.05 | 0 | 0.00 | 03-31-2022 |