Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DENALI ADVISORS LLC | COM | 751 | $366,412 | 4,700 | 0.00 | 0.00 | -2,000 | -29.85 | 03-31-2024 |
LINCOLN NATIONAL CORP | COM | 752 | $334,029 | 4,675 | 0.00 | 0.00 | 1,666 | 55.37 | 12-31-2023 |
GRATUS WEALTH ADVISORS LLC | COM | 753 | $330,956 | 4,632 | 0.00 | 4,632 | +Inf | 12-31-2023 | |
NORMAN FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC | COM | 754 | $359,000 | 4,600 | 0.13 | 0.14 | 0 | 0.00 | 03-31-2024 |