Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LM KOHN & COMPANY | Common Stock | 1801 | $1,174,645 | 4,776 | 0.00 | 4,776 | +Inf | 03-31-2024 | |
DIXON HUBARD FEINOUR & BROWN INC/VA | Stock | 1802 | $1,018,000 | 4,771 | 0.12 | 0.13 | 0 | 0.00 | 06-30-2022 |
MIDWESTONE FINANCIAL GROUP INC | COM | 1803 | $934,000 | 4,766 | 0.22 | 0.24 | 47 | 1.00 | 09-30-2021 |
DANA INVESTMENT ADVISORS INC | COM | 1804 | $1,169,095 | 4,760 | 0.00 | 0.00 | 761 | 19.03 | 12-31-2023 |