Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLWORTH FINANCIAL LP | COM | 551 | $121,556 | 355 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | 552 | $151,000 | 345 | 0.00 | 0.00 | -197 | -36.35 | 12-31-2023 |
EAGLE BAY ADVISORS LLC | Equities | 553 | $148,118 | 338 | 0.00 | 0.00 | 159 | 88.83 | 12-31-2023 |
VESTOR CAPITAL LLC | COMMON STOCK | 554 | $146,000 | 333 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |