Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLEASON GROUP INC | COM | 2501 | $149,898 | 2,370 | 0.00 | 0.00 | 22 | 0.94 | 03-31-2024 |
ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 2502 | $145,786 | 2,305 | 0.00 | 2,305 | +Inf | 03-31-2024 | |
REILLY FINANCIAL ADVISORS LLC | COM NEW | 2503 | $138,000 | 2,289 | 0.01 | 0.01 | 917 | 66.84 | 12-31-2021 |
BELMONT CAPITAL LLC | COM NEW | 2504 | $144,325 | 2,282 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |