Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUKOKU MUTUAL LIFE INSURANCE CO | COM | 951 | $197,340 | 12,482 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WETHERBY ASSET MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -10,960 | -46.95 | 03-31-2024 |
FOURTHOUGHT FINANCIAL LLC | Stock | 953 | $198,000 | 12,379 | 0.03 | 12,379 | +Inf | 09-30-2022 | |
WIN ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,500 | -26.69 | 03-31-2024 |