Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTEGRATED WEALTH CONCEPTS LLC | Common Stock | 901 | $551,307 | 2,180 | 0.00 | 0.00 | 14 | 0.65 | 03-31-2024 |
FDX ADVISORS INC | Common Stock | 902 | $428,000 | 2,177 | 0.04 | 0.04 | -814 | -27.21 | 09-30-2023 |
KUHN & CO INVESTMENT COUNSEL | COM | 903 | $550,036 | 2,175 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ATONRA PARTNERS | COM | 904 | $499,781 | 2,160 | 0.00 | 0.00 | -240 | -10.00 | 12-31-2023 |