Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VOISARD ASSET MANAGEMENT GROUP INC | COM | 1601 | $65,124 | 1,800 | 0.00 | 0.00 | 65 | 3.75 | 03-31-2024 |
LAFFER TENGLER INVESTMENTS INC | COMMON STOCKS | 1602 | $63,539 | 1,764 | 0.00 | 0.00 | -1,536 | -46.55 | 12-31-2023 |
NORTH STAR INVESTMENT MANAGEMENT CORP | COM | 1603 | $62,193 | 1,719 | 0.00 | 1,719 | +Inf | 03-31-2024 | |
SMITHFIELD TRUST CO | COM | 1604 | $63,000 | 1,704 | 0.00 | 0.00 | -20 | -1.16 | 03-31-2024 |