Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HENNION & WALSH ASSET MANAGEMENT INC | COM | Liquidated | $229,571 | 378 | 0.00 | 0.00 | 378 | +Inf | 03-31-2024 |
AMERICAN NATIONAL BANK | COM | 3152 | $229,571 | 378 | 0.00 | 0.00 | 192 | 103.23 | 03-31-2024 |
CARMICHAEL HILL & ASSOCIATES INC | COM | 3153 | $228,964 | 377 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PCA INVESTMENT ADVISORY SERVICES INC | COM | 3154 | $228,842 | 376 | 0.00 | 0.00 | 2 | 0.53 | 03-31-2024 |