Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REGENT INVESTMENT MANAGEMENT LLC | COM | 1601 | $1,900,000 | 17,302 | 0.51 | 0.49 | 0 | 0.00 | 12-31-2022 |
EVERGREEN CAPITAL MANAGEMENT LLC | COM | 1602 | $1,965,296 | 17,291 | 0.00 | 0.00 | 44 | 0.26 | 03-31-2024 |
MACRO CONSULTING GROUP | COM | 1603 | $2,003,000 | 17,288 | 1.03 | 1.11 | 117 | 0.68 | 06-30-2021 |
LEGACY PRIVATE TRUST CO | COM | 1604 | $1,964,613 | 17,285 | 0.00 | 0.00 | -593 | -3.32 | 03-31-2024 |