Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE BANCORP INC | COM | 2951 | $105,767 | 586 | 0.00 | 0.00 | -46 | -7.28 | 03-31-2024 |
SOUND INCOME STRATEGIES LLC | COM | 2952 | $105,045 | 582 | 0.00 | 0.00 | 76 | 15.02 | 03-31-2024 |
LOGAN CAPITAL MANAGEMENT INC | COM | 2953 | $85,056 | 577 | 0.00 | 0.00 | -7,853 | -93.16 | 12-31-2023 |
RICHARDSON CAPITAL MANAGEMENT LLC | COM | 2954 | $103,060 | 571 | 0.00 | 571 | +Inf | 03-31-2024 |