Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEYSTONE FINANCIAL GROUP | Common Stock | 2751 | $215,590 | 2,474 | 0.00 | 2,474 | +Inf | 03-31-2024 | |
ADDISON ADVISORS LLC | SHS | 2752 | $215,436 | 2,472 | 0.00 | 0.00 | 88 | 3.69 | 03-31-2024 |
CASSADAY & CO WEALTH MANAGEMENT LLC | SHS | 2753 | $215,348 | 2,471 | 0.00 | 2,471 | +Inf | 03-31-2024 | |
STEELE CAPITAL MANAGEMENT INC | SHS | 2754 | $216,263 | 2,462 | 0.00 | 0.00 | -600 | -19.60 | 03-31-2024 |