Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHICAGO CAPITAL LLC | COM | 1551 | $569,918 | 3,566 | 0.00 | 0.00 | 70 | 2.00 | 03-31-2024 |
FISHMAN JAY A LTD/MI | com | 1552 | $567,041 | 3,548 | 0.00 | 0.00 | -500 | -12.35 | 03-31-2024 |
FINANCIAL PLANNING & INFORMATION SERVICES INC | COM | 1553 | $447,580 | 3,548 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
GRANDFIELD & DODD LLC | COM | 1554 | $470,785 | 3,544 | 0.00 | 0.00 | 183 | 5.44 | 12-31-2023 |