Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAVANT CAPITAL LLC | COM | 601 | $1,324,643 | 50,733 | 0.00 | 0.00 | 15,811 | 45.28 | 12-31-2023 |
DISCIPLINED EQUITY MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,430 | 7.26 | 03-31-2024 |
POLIANTA LTD | Common Stock | 603 | $1,093,000 | 50,400 | 0.53 | 0.63 | 8,900 | 21.45 | 03-31-2024 |
INLET PRIVATE WEALTH LLC | COM | 604 | $1,313,855 | 50,320 | 0.00 | 0.00 | -41,552 | -45.23 | 12-31-2023 |