Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GAMCO INVESTORS INC ET AL | EQUITY | 701 | $261,462 | 2,150 | 0.00 | 2,150 | +Inf | 03-31-2023 | |
ULLAND INVESTMENT ADVISORS LLC | Stock | 702 | $170,000 | 2,003 | 0.14 | 0.12 | -7 | -0.35 | 03-31-2024 |
ADVISOR PARTNERS LLC | COM | 703 | $345,000 | 1,996 | 0.02 | 0.03 | -87 | -4.18 | 06-30-2022 |
WILLNER & HELLER LLC | COM | Liquidated | $0 | 0 | 0.49 | 0.48 | 183 | 10.36 | 12-31-2023 |