Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HILLTOP HOLDINGS INC | CL B | 1151 | $811,356 | 21,758 | 0.00 | 21,758 | +Inf | 09-30-2023 | |
MARIETTA INVESTMENT PARTNERS LLC | CL B | 1152 | $1,011,870 | 21,520 | 0.00 | 0.00 | -989 | -4.39 | 03-31-2024 |
WELLINGTON SHIELDS & CO LLC | Stock | 1153 | $999,175 | 21,250 | 0.00 | 0.00 | -815 | -3.69 | 03-31-2024 |
MEEDER ADVISORY SERVICES INC | CL B | 1154 | $998,098 | 21,227 | 0.00 | 0.00 | 1,739 | 8.92 | 03-31-2024 |