Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STATE OF WYOMING | COM | 901 | $451,099 | 4,023 | 0.00 | 4,023 | +Inf | 06-30-2023 | |
TRUST ASSET MANAGEMENT LLC | COM | 902 | $553,975 | 4,003 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
L ROY PAPP & ASSOCIATES LLP | COM | 903 | $587,040 | 4,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HB WEALTH MANAGEMENT LLC | COM | 904 | $584,990 | 3,986 | 0.00 | 0.00 | 287 | 7.76 | 03-31-2024 |