Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMG NATIONAL TRUST BANK | COM | 1201 | $3,345,423 | 99,359 | 0.00 | 0.00 | 3,237 | 3.37 | 12-31-2023 |
AMI INVESTMENT MANAGEMENT INC | COM | 1202 | $3,336,799 | 99,103 | 0.00 | 0.00 | 1,707 | 1.75 | 12-31-2023 |
SYON CAPITAL LLC | Stock | 1203 | $3,326,213 | 98,789 | 0.00 | 0.00 | 54,964 | 125.42 | 12-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 1204 | $3,738,301 | 98,584 | 0.00 | 0.00 | -556 | -0.56 | 03-31-2024 |