Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WITTENBERG INVESTMENT MANAGEMENT INC | COM | 1501 | $9,296,311 | 46,412 | 0.00 | 0.00 | -28 | -0.06 | 03-31-2024 |
EMBREE FINANCIAL GROUP | COM | 1502 | $9,284,557 | 46,353 | 0.00 | 0.00 | -1,799 | -3.74 | 03-31-2024 |
1834 INVESTMENT ADVISORS CO | COM | 1503 | $7,867,686 | 46,253 | 0.00 | 0.00 | -6,654 | -12.58 | 12-31-2023 |
WETZEL INVESTMENT ADVISORS INC | JPM | 1504 | $8,378,710 | 46,227 | 0.00 | 4.91 | -788 | -1.68 | 03-31-2024 |