Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EUDAIMONIA ADVISORS LLC | Stock | 1151 | $1,833,556 | 5,864 | 0.00 | 0.00 | 65 | 1.12 | 03-31-2024 |
FINANCIAL INSIGHTS INC | SHS | 1152 | $1,833,243 | 5,863 | 0.00 | 5,863 | +Inf | 03-31-2024 | |
AZIMUTH CAPITAL MANAGEMENT LLC | COM | 1153 | $887,000 | 5,845 | 0.04 | 0.15 | -16,290 | -73.59 | 03-31-2022 |
CASSADAY & CO WEALTH MANAGEMENT LLC | SHS | 1154 | $1,827,302 | 5,844 | 0.00 | 0.00 | 249 | 4.45 | 03-31-2024 |