Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REGENT INVESTMENT MANAGEMENT LLC | COM | 1901 | $671,000 | 5,445 | 0.18 | 0.42 | 0 | 0.00 | 12-31-2022 |
DELTA FINANCIAL GROUP INC | COM | 1902 | $954,000 | 5,428 | 0.28 | 0.47 | -642 | -10.58 | 03-31-2024 |
ABUNDANCE WEALTH COUNSELORS | COM | 1903 | $954,000 | 5,426 | 0.22 | 0.37 | -293 | -5.12 | 03-31-2024 |
RIGGS ASSET MANAGMENT CO INC | COM | 1904 | $951,200 | 5,411 | 0.00 | 0.00 | 161 | 3.07 | 03-31-2024 |