Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONNORS INVESTOR SERVICES INC | COM | 1451 | $10,436,000 | 101,034 | 1.23 | 0.37 | 73,304 | 264.35 | 03-31-2023 |
WHETSTONE CAPITAL ADVISORS LLC | COM | 1452 | $13,149,000 | 100,869 | 7.34 | 7.36 | -9,600 | -8.69 | 06-30-2023 |
STRATEGIC PLANNING GROUP LLC | COM | 1453 | $18,174,968 | 100,759 | 0.00 | 100,759 | +Inf | 03-31-2024 | |
LEGACY PRIVATE TRUST CO | COM | 1454 | $18,166,610 | 100,713 | 0.00 | 0.00 | -1,583 | -1.55 | 03-31-2024 |