Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAIRS & POWER INC | COM | 2251 | $341,730 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
TRUE CAPITAL MANAGEMENT | COM | 2252 | $293,344 | 2,993 | 0.00 | 2,993 | +Inf | 03-31-2023 | |
SAXONY CAPITAL MANAGEMENT LLC | COM | 2253 | $440,903 | 2,991 | 0.00 | 2,991 | +Inf | 12-31-2023 | |
OLD NORTH STATE TRUST LLC | COM | 2254 | $307,000 | 2,990 | 0.24 | 0.25 | 0 | 0.00 | 09-30-2023 |