Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROCYON ADVISORS LLC | COM | 651 | $645,932 | 4,441 | 0.00 | 0.00 | -192 | -4.14 | 03-31-2024 |
IFG ADVISORY LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 505 | 13.24 | 03-31-2024 |
GLENVIEW TRUST CO | COM | 653 | $591,226 | 4,313 | 0.00 | 0.00 | -1,415 | -24.70 | 12-31-2023 |
CORIENT CAPITAL PARTNERS LLC | COM | 654 | $684,000 | 4,289 | 0.05 | 0.02 | 2,481 | 137.22 | 09-30-2022 |