Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EAGLE ASSET MANAGEMENT INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 43,078 | +Inf | 03-31-2024 | |
WEALTHSTONE INC | Equities | 902 | $536,000 | 40,871 | 0.19 | 40,871 | +Inf | 03-31-2021 | |
PARADIGM FINANCIAL ADVISORS LLC | COM | 903 | $4,201,000 | 40,776 | 0.97 | 1.00 | -293,439 | -87.80 | 09-30-2021 |
GLENVIEW STATE BANK TRUST DEPT | COMMON STOCK | 904 | $548,000 | 40,676 | 0.17 | 0.18 | -2,216 | -5.17 | 06-30-2021 |