Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VERITY ASSET MANAGEMENT INC | COM | 1701 | $220,830 | 1,854 | 0.00 | 1,854 | +Inf | 12-31-2023 | |
PEOPLES BANK /OH | COMMON STOCK | 1702 | $227,425 | 1,852 | 0.00 | 0.00 | -34 | -1.80 | 03-31-2024 |
TOBAM | COM | 1703 | $227,000 | 1,849 | 0.02 | 0.01 | 558 | 43.22 | 03-31-2024 |
ARETE WEALTH ADVISORS LLC | COM | 1704 | $219,765 | 1,845 | 0.00 | 1,845 | +Inf | 12-31-2023 |