Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
B RILEY WEALTH ADVISORS INC | COM | 901 | $6,227,522 | 56,578 | 0.00 | 0.00 | -2,672 | -4.51 | 12-31-2023 |
SHELTER MUTUAL INSURANCE CO | COM | Liquidated | $0 | 0 | 0.00 | 1.59 | 0 | 0.00 | 12-31-2023 |
MONARCH CAPITAL MANAGEMENT INC/ | COM | 903 | $6,381,669 | 56,147 | 0.00 | 0.00 | -286 | -0.51 | 03-31-2024 |
FORUM FINANCIAL MANAGEMENT LP | COM | 904 | $6,118,012 | 56,118 | 0.00 | 0.00 | 1,091 | 1.98 | 06-30-2023 |