Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAFFER TENGLER INVESTMENTS INC | COMMON STOCKS | 801 | $6,430,239 | 60,991 | 0.00 | 0.00 | 15,282 | 33.43 | 12-31-2023 |
SPRING CAPITAL MANAGEMENT LLC | COM | 802 | $7,632,817 | 60,766 | 0.01 | 0.01 | -1,943 | -3.10 | 03-31-2024 |
SIERRA SUMMIT ADVISORS LLC | COM | 803 | $6,389,797 | 60,607 | 0.00 | 60,607 | +Inf | 12-31-2023 | |
AUREUS ASSET MANAGEMENT LLC | Stock | 804 | $6,408,143 | 60,500 | 0.00 | 0.00 | 6,832 | 12.73 | 09-30-2023 |