Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCDONALD PARTNERS LLC | SHS | 801 | $710,290 | 10,874 | 0.00 | 10,874 | +Inf | 03-31-2024 | |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | Common | 802 | $621,000 | 10,766 | 0.08 | 0.08 | -39 | -0.36 | 12-31-2023 |
DIVERSIFIED TRUST CO | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 5,015 | 87.66 | 03-31-2024 |
STOCK YARDS BANK & TRUST CO | COMMON STOCK | 804 | $694,155 | 10,627 | 0.00 | 0.00 | -3,358 | -24.01 | 03-31-2024 |