Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST BUSINESS FINANCIAL SERVICES INC | Common | 1 | $10 | 100,000 | 0.00 | 100,000 | +Inf | 06-30-2023 | |
BCM ADVISORS LLC | Equities | 2 | $0 | 50,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PALLADIUM PARTNERS LLC | COM | 3 | $5,000 | 15,000 | 0.00 | 15,000 | +Inf | 03-31-2022 | |
FORMULAFOLIO INVESTMENTS LLC | COM | 4 | $1,000 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |