Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IBEX WEALTH ADVISORS | COM | 751 | $829,000 | 4,399 | 0.22 | 0.83 | -9,925 | -69.29 | 03-31-2024 |
DANA INVESTMENT ADVISORS INC | COM | 752 | $1,095,925 | 4,383 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLENVIEW STATE BANK TRUST DEPT | COMMON STOCK | 753 | $608,000 | 4,338 | 0.19 | 0.18 | 0 | 0.00 | 06-30-2021 |
ELLIS INVESTMENT PARTNERS LLC | COM | 754 | $1,083,691 | 4,334 | 0.00 | 0.00 | 1 | 0.02 | 03-31-2024 |