Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EPIQ PARTNERS LLC | COM | 2701 | $989,400 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ABACUS PLANNING GROUP INC | COM | 2702 | $1,052,414 | 1,999 | 0.00 | 0.00 | 29 | 1.47 | 12-31-2023 |
FIRST FINANCIAL CORP /IN/ | COMMON STOCK | 2703 | $987,411 | 1,996 | 0.00 | 0.00 | -436 | -17.93 | 03-31-2024 |
ICA GROUP WEALTH MANAGEMENT LLC | COM | 2704 | $1,005,221 | 1,993 | 0.00 | 1,993 | +Inf | 09-30-2023 |