Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST POINT INC | COMMON STOCK | 1601 | $261,456 | 996 | 0.00 | 0.00 | -729 | -42.26 | 03-31-2024 |
THOMAS WHITE INTERNATIONAL LTD | COM | 1602 | $203,219 | 995 | 0.00 | 0.07 | -575 | -36.62 | 03-31-2023 |
PETERSON WEALTH SERVICES | COM | 1603 | $261,011 | 994 | 0.00 | 0.00 | -587 | -37.13 | 03-31-2024 |
RAMIREZ ASSET MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 993 | +Inf | 03-31-2024 |