Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STIFEL FINANCIAL CORP | COM | 301 | $13,427 | 17,770 | 0.00 | 0.00 | 4,560 | 34.52 | 12-31-2023 |
AMALGAMATED BANK | COM | 302 | $12,000 | 17,710 | 0.00 | 0.00 | -30,220 | -63.05 | 03-31-2024 |
ALHAMBRA INVESTMENT MANAGEMENT LLC | COM | 303 | $11,641 | 17,600 | 0.00 | 0.00 | 800 | 4.76 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 304 | $11,475 | 17,387 | 0.00 | 0.00 | 37 | 0.21 | 03-31-2024 |