Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALTUS WEALTH GROUP LLC | COM | 2701 | $225,907 | 550 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WAMBOLT & ASSOCIATES LLC | COM | 2702 | $222,277 | 550 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DOMANI WEALTH LLC | COM | 2703 | $227,000 | 550 | 0.00 | 550 | +Inf | 03-31-2023 | |
WEDGE CAPITAL MANAGEMENT L L P/NC | COM | 2704 | $225,907 | 550 | 0.00 | 550 | +Inf | 03-31-2024 |