Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PSI ADVISORS LLC | Common Stock | 3451 | $155,741 | 8,849 | 0.00 | 0.00 | -3,242 | -26.81 | 03-31-2024 |
RESURGENT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,631 | -15.57 | 03-31-2024 |
BREWIN DOLPHIN LTD | COM | 3453 | $185,000 | 8,828 | 0.01 | 8,828 | +Inf | 06-30-2022 | |
INDIANA TRUST & INVESTMENT MANAGEMENT CO | Com | 3454 | $154,194 | 8,761 | 0.00 | 0.00 | 173 | 2.01 | 03-31-2024 |