Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WILLIAMS JONES WEALTH MANAGEMENT LLC | CS | 451 | $372,410 | 8,033 | 0.00 | 0.00 | -300 | -3.60 | 03-31-2024 |
SHILANSKI & ASSOCIATES INC | SPONSORED ADR | 452 | $286,974 | 7,214 | 0.00 | 0.10 | 208 | 2.97 | 06-30-2023 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 453 | $245,000 | 7,200 | 0.06 | 0.05 | 227 | 3.26 | 06-30-2021 |
BENEDICT FINANCIAL ADVISORS INC | Common Stock | 454 | $331,034 | 7,141 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |