Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VILLERE ST DENIS J & CO LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RICHARDSON FINANCIAL SERVICES INC | COMMON STOCKS | 4252 | $279,395 | 1,722 | 0.00 | 0.00 | 59 | 3.55 | 03-31-2024 |
LODESTONE WEALTH MANAGEMENT LLC | COM | 4253 | $278,454 | 1,716 | 0.00 | 0.00 | -81 | -4.51 | 03-31-2024 |
SOLLINDA CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,714 | +Inf | 03-31-2024 |