Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
L ROY PAPP & ASSOCIATES LLP | COM | 2001 | $606,511 | 11,184 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST NATIONAL BANK OF SOUTH MIAMI | COMMON STOCK | 2002 | $712,918 | 11,148 | 0.00 | 0.00 | -961 | -7.94 | 06-30-2023 |
LION STREET ADVISORS LLC | COM | 2003 | $571,012 | 11,128 | 0.00 | 0.00 | -678 | -5.74 | 03-31-2024 |
VIRTUS ETF ADVISERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -989 | -8.16 | 12-31-2023 |