Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEE FINANCIAL CO | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WETZEL INVESTMENT ADVISORS INC | APTV | 1252 | $4,644 | 67 | 0.00 | 0.01 | -126 | -65.28 | 03-31-2024 |
PRINCETON GLOBAL ASSET MANAGEMENT LLC | Stock | 1253 | $5,177 | 65 | 0.00 | 0.00 | -17 | -20.73 | 03-31-2024 |
ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 1254 | $5,098 | 64 | 0.00 | 64 | +Inf | 03-31-2024 |