Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KATHLEEN S WRIGHT ASSOCIATES INC | COM | 4301 | $14,938 | 356 | 0.00 | 356 | +Inf | 03-31-2024 | |
DHJJ FINANCIAL ADVISORS LTD | COM | 4302 | $14,686 | 350 | 0.00 | 0.00 | -36 | -9.33 | 03-31-2024 |
BALDRIGE ASSET MANAGEMENT LLC | COM | 4303 | $13,000 | 347 | 0.01 | 0.01 | 4 | 1.17 | 03-31-2023 |
IFS ADVISORS LLC | Stock | 4304 | $11,969 | 321 | 0.00 | 0.02 | 1 | 0.31 | 06-30-2023 |