Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
1ST SOURCE BANK | SHS CLASS A | 2401 | $429,514 | 1,224 | 0.00 | 0.00 | 97 | 8.61 | 12-31-2023 |
JOEL ISAACSON & CO LLC | SHS CLASS A | 2402 | $348,688 | 1,220 | 0.00 | 0.00 | -18 | -1.45 | 03-31-2023 |
CORECAP ADVISORS LLC | SHS CLASS A | 2403 | $427,057 | 1,217 | 0.00 | 0.00 | 308 | 33.88 | 12-31-2023 |
WADDELL & ASSOCIATES LLC | SHS CLASS A | 2404 | $426,707 | 1,216 | 0.00 | 1,216 | +Inf | 12-31-2023 |