Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRIDGE CREEK CAPITAL MANAGEMENT LLC | COM | 2551 | $333,815 | 6,156 | 0.00 | 0.00 | 121 | 2.00 | 03-31-2024 |
PARADIGM FINANCIAL PARTNERS LLC | COM | 2552 | $333,460 | 6,149 | 0.00 | 0.00 | 1,493 | 32.07 | 03-31-2024 |
BECKER CAPITAL MANAGEMENT INC | COM | 2553 | $314,890 | 6,137 | 0.00 | 0.00 | -1,094 | -15.13 | 12-31-2023 |
WEALTHQUEST CORP | COM | 2554 | $332,429 | 6,130 | 0.00 | 0.00 | -92 | -1.48 | 03-31-2024 |