Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GIBSON CAPITAL LLC | Stock | 5401 | $1,300,025 | 3,090 | 0.00 | 0.00 | 1,150 | 59.28 | 03-31-2024 |
GALLACHER CAPITAL MANAGEMENT LLC | COM | 5402 | $1,161,884 | 3,090 | 0.00 | 0.00 | 71 | 2.35 | 12-31-2023 |
NEXT CAPITAL MANAGEMENT LLC | COM | 5403 | $1,155,524 | 3,072 | 0.00 | 0.00 | 464 | 17.79 | 12-31-2023 |
KEENER FINANCIAL PLANNING LLC | COM | 5404 | $1,153,000 | 3,067 | 0.89 | 3,067 | +Inf | 12-31-2023 |