Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ETHIC INC | COM | 451 | $857,061 | 3,527 | 0.00 | 0.00 | -449 | -11.29 | 06-30-2024 |
SOUDERS FINANCIAL ADVISORS | COM | 452 | $853,416 | 3,512 | 0.00 | 0.00 | 36 | 1.04 | 06-30-2024 |
CITIZENS BUSINESS BANK | COM | 453 | $510,000 | 3,500 | 0.07 | 3,500 | +Inf | 06-30-2022 | |
SANDERS MORRIS HARRIS LLC | COM | 454 | $850,500 | 3,500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |