Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOODY ALDRICH PARTNERS LLC | COM | 551 | $420,977 | 1,024 | 0.00 | 0.00 | -52 | -4.83 | 06-30-2023 |
CIBC WORLD MARKET INC | COM | 552 | $453,000 | 1,014 | 0.00 | 0.00 | 1 | 0.10 | 12-31-2023 |
AMERICAN PORTFOLIOS ADVISORS | COM | 553 | $341,520 | 1,012 | 0.00 | 1,012 | +Inf | 09-30-2022 | |
INTRUST BANK NA | COM | 554 | $433,612 | 1,010 | 0.00 | 0.00 | 18 | 1.81 | 03-31-2024 |