Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHASE INVESTMENT COUNSEL CORP | COM | 1101 | $225,000 | 1,275 | 0.08 | 1,275 | +Inf | 03-31-2024 | |
SMITH ANGLIN FINANCIAL LLC | COM | 1102 | $225,598 | 1,273 | 0.00 | 1,273 | +Inf | 03-31-2024 | |
CRAWFORD INVESTMENT COUNSEL INC | COM | 1103 | $225,031 | 1,270 | 0.00 | 1,270 | +Inf | 03-31-2024 | |
LAKE STREET PRIVATE WEALTH LLC | COM | 1104 | $221,842 | 1,252 | 0.00 | 1,252 | +Inf | 03-31-2024 |