Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARTIN CAPITAL ADVISORS LLP | COM | 851 | $280,031 | 2,220 | 0.00 | 0.00 | 290 | 15.03 | 03-31-2024 |
C2C WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 4 | 0.18 | 03-31-2024 |
NORTH STAR ASSET MANAGEMENT INC | COM | 853 | $275,994 | 2,188 | 0.00 | 0.00 | -110 | -4.79 | 03-31-2024 |
ANDREW HILL INVESTMENT ADVISORS INC | COM | Liquidated | $0 | 0 | 0.53 | 0.64 | 224 | 11.48 | 12-31-2023 |