Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALL TERRAIN FINANCIAL ADVISORS LLC | COM | 551 | $1,658,307 | 15,990 | 0.00 | 0.00 | 219 | 1.39 | 12-31-2023 |
SHELL ASSET MANAGEMENT CO | COM | 552 | $1,365,000 | 15,471 | 0.05 | 0.06 | -2,445 | -13.65 | 06-30-2023 |
LEGACY CAPITAL PARTNERS INC | Stock | 553 | $1,823,000 | 15,425 | 0.60 | 0.50 | 1,240 | 8.74 | 03-31-2022 |
ACCEL WEALTH MANAGEMENT | COM | 554 | $1,797,414 | 15,310 | 0.00 | 0.00 | 104 | 0.68 | 03-31-2024 |