Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIM INVESTMENT MANAGEMENT INC | COM | 2501 | $665,577 | 10,879 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WOODTRUST FINANCIAL CORP | COMMON STOCK | 2502 | $664,000 | 10,864 | 0.11 | 10,864 | +Inf | 03-31-2024 | |
BCS WEALTH MANAGEMENT | COM | 2503 | $664,000 | 10,861 | 0.21 | 0.24 | -329 | -2.94 | 03-31-2024 |
WOODWARD DIVERSIFIED CAPITAL LLC | COM | 2504 | $664,000 | 10,853 | 0.00 | 0.00 | 551 | 5.35 | 03-31-2024 |