Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MILESTONE ADVISORY PARTNERS | COM | 4101 | $208,684 | 1,400 | 0.00 | 1,400 | +Inf | 09-30-2023 | |
HARRIS ASSOCIATES L P | COM | 4102 | $254,940 | 1,400 | 0.00 | 1,400 | +Inf | 03-31-2024 | |
TRAIL RIDGE INVESTMENT ADVISORS LLC | COM | 4103 | $254,758 | 1,399 | 0.00 | 0.00 | -287 | -17.02 | 03-31-2024 |
PFW ADVISORS LLC | COM | 4104 | $253,847 | 1,394 | 0.00 | 0.00 | 39 | 2.88 | 03-31-2024 |