Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAKER CHAD R | Common Stock | 1401 | $482,528 | 1,950 | 0.00 | 0.00 | 300 | 18.18 | 03-31-2024 |
SIGNATUREFD LLC | COM | 1402 | $482,197 | 1,949 | 0.00 | 0.00 | -833 | -29.94 | 03-31-2024 |
FORTIS GROUP ADVISORS LLC | COM | 1403 | $480,486 | 1,941 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LATHROP INVESTMENT MANAGEMENT CORP | Com | 1404 | $479,000 | 1,936 | 0.09 | 0.22 | -2,399 | -55.34 | 03-31-2024 |