Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENDURANCE WEALTH MANAGEMENT INC | Stock | 1251 | $1,862,000 | 26,941 | 0.25 | 0.27 | 1,540 | 6.06 | 06-30-2023 |
BOCHK ASSET MANAGEMENT LTD | COM | Liquidated | $0 | 0 | 0.00 | 26,800 | +Inf | 03-31-2024 | |
PALOUSE CAPITAL MANAGEMENT INC | COM | 1253 | $2,111,943 | 26,747 | 0.00 | 0.00 | 1,896 | 7.63 | 12-31-2023 |
EUDAIMONIA PARTNERS LLC | Stock | 1254 | $2,115,634 | 26,525 | 0.00 | 0.00 | -77 | -0.29 | 03-31-2024 |