Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MIDWEST PROFESSIONAL PLANNERS LTD | COM | 1051 | $1,278,693 | 3,059 | 0.00 | 0.00 | 357 | 13.21 | 03-31-2024 |
WEDMONT PRIVATE CAPITAL | COM | 1052 | $1,236,900 | 3,058 | 0.00 | 0.00 | 213 | 7.49 | 03-31-2024 |
PALOUSE CAPITAL MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 12 | 0.40 | 03-31-2024 |
PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC | COM | 1054 | $1,272,840 | 3,045 | 0.00 | 0.00 | 75 | 2.53 | 03-31-2024 |