Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINENO LEVIN & FORD ASSET MANAGEMENT INC | COM | 501 | $2,047,000 | 18,908 | 0.60 | 0.64 | 0 | 0.00 | 12-31-2021 |
AVITAS WEALTH MANAGEMENT LLC | COM | 502 | $2,207,472 | 18,803 | 0.00 | 0.00 | 86 | 0.46 | 03-31-2024 |
ARGENT TRUST CO | COMMON STOCK | 503 | $2,203,831 | 18,772 | 0.00 | 0.00 | 492 | 2.69 | 03-31-2024 |
BOSS RETIREMENT ADVISORS LLC | COM | 504 | $1,761,908 | 18,568 | 0.00 | 0.00 | -2,156 | -10.40 | 12-31-2023 |