Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GUARDIAN WEALTH ADVISORS LLC / NC | COM | 1651 | $583,519 | 5,145 | 0.00 | 0.00 | 939 | 22.33 | 03-31-2024 |
HUMMER FINANCIAL ADVISORY SERVICES INC | COM | 1652 | $578,442 | 5,100 | 0.00 | 0.00 | -200 | -3.77 | 03-31-2024 |
BOSTON RESEARCH & MANAGEMENT INC | COM | 1653 | $578,000 | 5,100 | 0.14 | 0.13 | 0 | 0.00 | 03-31-2024 |
PHYSICIANS FINANCIAL SERVICES INC | COM | 1654 | $578,000 | 5,098 | 0.20 | 0.19 | 0 | 0.00 | 03-31-2024 |