Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARIETTA INVESTMENT PARTNERS LLC | COM | 2501 | $213,630 | 1,500 | 0.00 | 0.00 | -180 | -10.71 | 12-31-2023 |
IRON FINANCIAL LLC | COM | 2502 | $264,478 | 1,492 | 0.00 | 0.00 | -326 | -17.93 | 03-31-2024 |
TRANSCENDENT CAPITAL GROUP LLC | COM | 2503 | $212,363 | 1,491 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
L ROY PAPP & ASSOCIATES LLP | COM | 2504 | $264,043 | 1,490 | 0.00 | 0.00 | -70 | -4.49 | 03-31-2024 |