Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEDEL FINANCIAL CONSULTING INC | SHS | 1951 | $296,246 | 1,389 | 0.00 | 1,389 | +Inf | 09-30-2023 | |
RALEIGH CAPITAL MANAGEMENT INC | SHS | 1952 | $432,713 | 1,383 | 0.00 | 0.00 | 101 | 7.88 | 03-31-2024 |
PRIO WEALTH LIMITED PARTNERSHIP | SHS | 1953 | $431,812 | 1,381 | 0.00 | 0.00 | -20 | -1.43 | 03-31-2024 |
ADVISORY RESEARCH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -808 | -36.91 | 03-31-2024 |