Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROCYON ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,532 | +Inf | 03-31-2024 | |
ACCREDITED INVESTORS INC | NEW COM | 1452 | $238,616 | 1,529 | 0.00 | 0.00 | -535 | -25.92 | 03-31-2024 |
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.02 | 0.02 | 174 | 12.86 | 03-31-2024 |
PARK NATIONAL CORP /OH/ | Com | 1454 | $237,367 | 1,521 | 0.00 | 0.00 | -9,016 | -85.57 | 03-31-2024 |