Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOWARD CAPITAL MANAGEMENT GROUP LLC | COM | 2501 | $203,721 | 5,450 | 0.00 | 5,450 | +Inf | 03-31-2023 | |
DUNCKER STREETT & CO INC | COM | 2502 | $315,403 | 5,442 | 0.00 | 0.00 | -588 | -9.75 | 03-31-2024 |
MCADAM LLC | COM | 2503 | $314,773 | 5,431 | 0.00 | 0.00 | 463 | 9.32 | 03-31-2024 |
ENCOMPASS MORE ASSET MANAGEMENT | COM | 2504 | $314,375 | 5,424 | 0.00 | 5,424 | +Inf | 03-31-2024 |