Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PALISADE ASSET MANAGEMENT LLC | COM | 1251 | $4,869 | 150 | 0.00 | 150 | +Inf | 03-31-2024 | |
EVERMAY WEALTH MANAGEMENT LLC | COM | 1252 | $5,250 | 150 | 0.00 | 0.00 | -150 | -50.00 | 06-30-2023 |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 1253 | $5,000 | 147 | 0.00 | 0.00 | 15 | 11.36 | 12-31-2023 |
GOLD INVESTMENT MANAGEMENT LTD | COM | 1254 | $4,739 | 146 | 0.00 | 0.00 | 52 | 55.32 | 03-31-2024 |