Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SANDER CAPITAL ADVISORS INC | CS | 5001 | $160,000 | 800 | 0.08 | 0.07 | 20 | 2.56 | 03-31-2024 |
CARMICHAEL HILL & ASSOCIATES INC | CALL | 5002 | $160,240 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WFA ASSET MANAGEMENT CORP | COM | 5003 | $115,798 | 798 | 0.00 | 0.00 | 5 | 0.63 | 09-30-2023 |
ADVANTAGE TRUST CO | COM | 5004 | $134,379 | 790 | 0.00 | 790 | +Inf | 12-31-2023 |