Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARFST & ASSOCIATES INC | SHS CLASS A | Liquidated | $0 | 0 | 0.00 | 0.00 | -223 | -3.29 | 03-31-2024 |
ACROPOLIS INVESTMENT MANAGEMENT LLC | SHS CLASS A | 1452 | $2,268,909 | 6,546 | 0.00 | 0.00 | -107 | -1.61 | 03-31-2024 |
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP LLC | COM | 1453 | $2,008,499 | 6,540 | 0.00 | 0.00 | 94 | 1.46 | 09-30-2023 |
ZIONS BANCORPORATION NA | Com | 1454 | $2,266,483 | 6,539 | 0.00 | 0.00 | -435 | -6.24 | 03-31-2024 |