Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHICAGO PARTNERS INVESTMENT GROUP LLC | COM | 1901 | $2,761,022 | 21,761 | 0.00 | 0.00 | -1,465 | -6.31 | 03-31-2024 |
IVC WEALTH ADVISORS LLC | COM | 1902 | $2,871,269 | 21,760 | 0.00 | 0.00 | 592 | 2.80 | 03-31-2024 |
DIAMANT ASSET MANAGEMENT INC | Stock | 1903 | $2,869,253 | 21,745 | 0.00 | 0.00 | -320 | -1.45 | 03-31-2024 |
BAKER CHAD R | Common Stock | 1904 | $2,863,315 | 21,700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |