Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALPHA OMEGA WEALTH MANAGEMENT LLC | SHS | 2201 | $410,128 | 4,706 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VIRTUE CAPITAL MANAGEMENT LLC | COM | 2202 | $381,459 | 4,705 | 0.00 | 0.00 | -1,508 | -24.27 | 03-31-2024 |
PARKSIDE INVESTMENTS LLC | Stock | 2203 | $409,082 | 4,694 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MERIDIAN INVESTMENT COUNSEL INC | SHS | 2204 | $408,646 | 4,689 | 0.00 | 0.00 | -20 | -0.42 | 03-31-2024 |