Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OAKWORTH CAPITAL INC | COMMON STOCK | 801 | $9,305 | 219 | 0.00 | 219 | +Inf | 06-30-2023 | |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM NEW | 802 | $10,583 | 214 | 0.00 | 214 | +Inf | 03-31-2024 | |
CAPE INVESTMENT ADVISORY INC | COM NEW | 803 | $9,632 | 214 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
KENFARB & CO | COM NEW | 804 | $9,450 | 200 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |