Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FDX ADVISORS INC | Common Stock | 1501 | $616,000 | 6,374 | 0.05 | 0.02 | 3,191 | 100.25 | 09-30-2023 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | Common Stock | 1502 | $552,119 | 6,336 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
FINANCIAL ADVISORS NETWORK INC | COM | 1503 | $607,713 | 6,326 | 0.00 | 0.16 | -143 | -2.21 | 12-31-2022 |
GOELZER INVESTMENT MANAGEMENT INC | COM | 1504 | $608,585 | 6,302 | 0.00 | 0.05 | 218 | 3.58 | 09-30-2023 |