Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTERCHANGE CAPITAL PARTNERS LLC | COM | Liquidated | $359,481 | 812 | 0.00 | 0.00 | 812 | +Inf | 03-31-2024 |
MITCHELL SINKLER & STARR/PA | COM | 1602 | $329,988 | 811 | 0.00 | 811 | +Inf | 12-31-2023 | |
RESONANT CAPITAL ADVISORS LLC | COM | 1603 | $336,498 | 805 | 0.00 | 805 | +Inf | 03-31-2024 | |
AUTUMN GLORY PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |