Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TI-TRUST INC | COM | 951 | $586,788 | 11,929 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SYSTM WEALTH SOLUTIONS LLC | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -861 | -6.78 | 12-31-2023 |
BRUDERMAN ASSET MANAGEMENT LLC | COM | 953 | $939,000 | 11,771 | 1.69 | 1.51 | 18 | 0.15 | 06-30-2022 |
AZIMUTH CAPITAL MANAGEMENT LLC | COM | 954 | $1,000,000 | 11,767 | 0.04 | 0.04 | -600 | -4.85 | 03-31-2022 |