Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNIFIED TRUST COMPANY NA | Equities | 1351 | $4,934,000 | 35,296 | 1.45 | 1.41 | 96 | 0.27 | 09-30-2021 |
TECTONIC ADVISORS LLC | COM | 1352 | $5,726,682 | 35,295 | 0.00 | 0.00 | 1,740 | 5.19 | 03-31-2024 |
FINANCIAL & TAX ARCHITECTS LLC | COM | 1353 | $5,161,906 | 35,226 | 0.00 | 0.00 | -203 | -0.57 | 12-31-2023 |
CHICAGO CAPITAL LLC | COM | 1354 | $5,715,496 | 35,226 | 0.00 | 0.00 | -582 | -1.63 | 03-31-2024 |