Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IRONWOOD INVESTMENT MANAGEMENT LLC | COM | 3351 | $244,613 | 7,265 | 0.00 | 7,265 | +Inf | 12-31-2023 | |
AMERICAN TRUST | Equities | 3352 | $244,478 | 7,261 | 0.00 | 7,261 | +Inf | 12-31-2023 | |
FIRST NATIONAL BANK OF SOUTH MIAMI | COMMON STOCK | 3353 | $208,232 | 7,258 | 0.00 | 0.00 | -932 | -11.38 | 06-30-2023 |
WELLS TRECASO FINANCIAL GROUP LLC | COM | 3354 | $274,713 | 7,245 | 0.00 | 0.00 | -150 | -2.03 | 03-31-2024 |