Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONGRESS PARK CAPITAL LLC | COM | 1401 | $403,868 | 6,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HILLTOP NATIONAL BANK | COM | 1402 | $433,044 | 6,189 | 0.00 | 6,189 | +Inf | 03-31-2024 | |
AUTUS ASSET MANAGEMENT LLC | COM | 1403 | $474,000 | 6,181 | 0.09 | 0.08 | 1 | 0.02 | 09-30-2022 |
WEALTH GROUP LTD | COM | 1404 | $431,000 | 6,165 | 0.33 | 6,165 | +Inf | 03-31-2024 |