Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE CAPITAL GROUP LLC | Common Stock | 2501 | $193,000 | 221 | 0.04 | 0.04 | -2 | -0.90 | 06-30-2021 |
FIRST FINANCIAL CORP /IN/ | COMMON STOCK | 2502 | $182,577 | 219 | 0.00 | 0.00 | -26 | -10.61 | 03-31-2024 |
BIRCH CAPITAL MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -152 | -41.19 | 12-31-2023 |
SALOMON & LUDWIN LLC | COM | 2504 | $176,744 | 214 | 0.00 | 214 | +Inf | 03-31-2024 |