Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONGRESS WEALTH MANAGEMENT LLC / DE / | COM | 51 | $4,329,179 | 50,263 | 0.00 | 0.00 | 10,857 | 27.55 | 03-31-2024 |
JPMORGAN CHASE & CO | COMMON | 52 | $4,072,916 | 47,288 | 0.00 | 0.00 | 15,889 | 50.60 | 03-31-2024 |
RHUMBLINE ADVISERS | COM | 53 | $3,938,190 | 45,724 | 0.00 | 0.00 | -4,223 | -8.45 | 03-31-2024 |
OBERWEIS ASSET MANAGEMENT INC/ | com | 54 | $4,766,658 | 44,850 | 0.00 | 0.00 | 12,900 | 40.38 | 06-30-2023 |