Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRONGBOX WEALTH LLC | COM | 2851 | $3,721,314 | 24,492 | 0.00 | 0.00 | 334 | 1.38 | 12-31-2023 |
PINNACLE BANCORP INC | COM | 2852 | $4,413,899 | 24,470 | 0.00 | 0.00 | -74 | -0.30 | 03-31-2024 |
CONVERGENCE INVESTMENT PARTNERS LLC | COM | 2853 | $3,718,000 | 24,470 | 1.94 | 1.76 | 1,114 | 4.77 | 12-31-2023 |
ARMSTRONG SHAW ASSOCIATES INC/CT | com | 2854 | $3,109,355 | 24,460 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |