Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALPHAMARK ADVISORS LLC | COM | 3251 | $3,365,000 | 18,656 | 1.18 | 1.09 | -160 | -0.85 | 03-31-2024 |
LCM CAPITAL MANAGEMENT INC | COM | 3252 | $3,361,021 | 18,633 | 0.00 | 0.00 | -11 | -0.06 | 03-31-2024 |
CEDAR WEALTH MANAGEMENT LLC | COM | 3253 | $3,357,052 | 18,611 | 0.00 | 0.00 | 6,843 | 58.15 | 03-31-2024 |
BASSETT HARGROVE INVESTMENT COUNSEL LLC | COM | 3254 | $2,363,000 | 18,585 | 3.96 | 2.93 | -23 | -0.12 | 09-30-2023 |