Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUMMIT FINANCIAL GROUP INC | COM | 2851 | $447,797 | 11,809 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RIDGECREST WEALTH PARTNERS LLC | COM | 2852 | $447,342 | 11,797 | 0.00 | 0.00 | 30 | 0.25 | 03-31-2024 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC | COM | 2853 | $322,153 | 11,766 | 0.00 | 0.00 | 1,171 | 11.05 | 09-30-2023 |
REYNDERS MCVEIGH CAPITAL MANAGEMENT LLC | COM | 2854 | $396,000 | 11,758 | 0.03 | 0.04 | -7,573 | -39.18 | 12-31-2023 |