Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAKER ELLIS ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OLD NATIONAL BANCORP /IN/ | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -522 | -6.02 | 03-31-2024 |
HORIZON INVESTMENTS LLC | COM | 703 | $310,681 | 8,133 | 0.00 | 0.00 | 760 | 10.31 | 03-31-2024 |
TWELVE POINTS WEALTH MANAGEMENT LLC | COM | 704 | $309,076 | 8,003 | 0.00 | 0.00 | 408 | 5.37 | 03-31-2024 |