Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROUNDVIEW CAPITAL LLC | COM | 601 | $204,911 | 906 | 0.00 | 906 | +Inf | 03-31-2024 | |
ARGENT TRUST CO | COMMON STOCK | 602 | $203,099 | 898 | 0.00 | 898 | +Inf | 03-31-2024 | |
SCHECHTER INVESTMENT ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 890 | +Inf | 03-31-2024 | |
FORUM FINANCIAL MANAGEMENT LP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |