Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EXCHANGE CAPITAL MANAGEMENT INC | COM | 2201 | $219,237 | 3,056 | 0.00 | 0.00 | 22 | 0.73 | 03-31-2024 |
BERRY WEALTH GROUP LP | COM | 2202 | $217,894 | 3,037 | 0.00 | 0.00 | 42 | 1.40 | 03-31-2024 |
VERABANK NA | Common Stock | 2203 | $216,081 | 3,012 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KKM FINANCIAL LLC | COM | 2204 | $215,292 | 3,001 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |