Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEALTH ADVISORS | COM | 701 | $14,569,000 | 107,973 | 0.59 | 107,973 | +Inf | 06-30-2021 | |
JEFFERIES FINANCIAL GROUP INC | COM | 702 | $15,727,063 | 107,823 | 0.00 | 0.00 | 82,545 | 326.55 | 09-30-2023 |
GREENLEAF TRUST | COM | 703 | $17,431,491 | 107,436 | 0.00 | 0.00 | 2,262 | 2.15 | 03-31-2024 |
ARGENT CAPITAL MANAGEMENT LLC | COM | 704 | $16,174,529 | 106,594 | 0.00 | 0.00 | -1,855 | -1.71 | 06-30-2023 |