Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN PORTFOLIOS ADVISORS | COM | 951 | $317,518 | 3,037 | 0.00 | 3,037 | +Inf | 09-30-2022 | |
NEO IVY CAPITAL MANAGEMENT | Stock | 952 | $485,000 | 3,027 | 0.53 | 3,027 | +Inf | 03-31-2021 | |
WELCH GROUP LLC | COMMON | 953 | $397,857 | 3,015 | 0.00 | 3,015 | +Inf | 03-31-2024 | |
NORTH STAR ASSET MANAGEMENT INC | COM | 954 | $396,996 | 3,008 | 0.00 | 0.00 | -176 | -5.53 | 03-31-2024 |