Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOSTER & MOTLEY INC | com | 901 | $2,387,000 | 135,631 | 0.16 | 0.17 | -4,408 | -3.15 | 03-31-2024 |
GUARDIAN CAPITAL ADVISORS LP | COM | 902 | $2,045,025 | 135,253 | 0.00 | 0.00 | -6,953 | -4.89 | 06-30-2023 |
JACKSON HOLE CAPITAL PARTNERS LLC | COM | 903 | $2,263,216 | 134,876 | 0.00 | 0.00 | 6,083 | 4.72 | 12-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 904 | $2,372,802 | 134,818 | 0.00 | 0.00 | -2,075 | -1.52 | 03-31-2024 |