Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KESSLER INVESTMENT GROUP LLC | CAP STK CL C | 4801 | $88,311 | 580 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WETZEL INVESTMENT ADVISORS INC | GOOG | 4802 | $90,540 | 575 | 0.00 | 0.07 | -180 | -23.84 | 03-31-2024 |
RESOURCE MANAGEMENT LLC | COM | 4803 | $1,530,000 | 574 | 0.17 | 0.17 | -3 | -0.52 | 09-30-2021 |
ADAMS CHETWOOD WEALTH MANAGEMENT LLC | CAP STK CL C | 4804 | $1,661,000 | 574 | 1.13 | 1.12 | -6 | -1.03 | 12-31-2021 |