Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREEKMUR ASSET MANAGEMENT LLC | COM NEW | 1701 | $1,336 | 18 | 0.00 | 18 | +Inf | 06-30-2024 | |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 1702 | $1,193 | 17 | 0.00 | 0.00 | 9 | 112.50 | 06-30-2024 |
ESTABROOK CAPITAL MANAGEMENT | COMMON | 1703 | $1,262 | 17 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
TRUSTCORE FINANCIAL SERVICES LLC | COM NEW | 1704 | $1,000 | 17 | 0.00 | 0.00 | 2 | 13.33 | 09-30-2022 |