Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAIA WEALTH LLC | ORD | 701 | $403,213 | 2,639 | 0.00 | 2,639 | +Inf | 12-31-2023 | |
MONARCH CAPITAL MANAGEMENT INC/ | ORD | 702 | $428,395 | 2,612 | 0.00 | 0.00 | 45 | 1.75 | 03-31-2024 |
PARALLEL ADVISORS LLC | Stock | 703 | $420,030 | 2,561 | 0.00 | 0.00 | 1,519 | 145.78 | 03-31-2024 |
VERDENCE CAPITAL ADVISORS LLC | ORD | Liquidated | $0 | 0 | 0.00 | 0.00 | -117 | -4.38 | 03-31-2024 |