Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WELCH GROUP LLC | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AZIMUTH CAPITAL MANAGEMENT LLC | COM | 802 | $588,000 | 4,963 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2022 |
WELCH GROUP LLC | COMMON | 803 | $687,470 | 4,958 | 0.00 | 4,958 | +Inf | 03-31-2024 | |
AXXCESS WEALTH MANAGEMENT LLC | COM | 804 | $647,618 | 4,957 | 0.00 | 0.00 | 2,009 | 68.15 | 12-31-2023 |