Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NAPLES GLOBAL ADVISORS LLC | COM | 1351 | $313,867 | 2,267 | 0.00 | 0.00 | -10 | -0.44 | 06-30-2024 |
IFP ADVISORS INC | cs | 1352 | $313,892 | 2,265 | 0.00 | 0.00 | 234 | 11.52 | 06-30-2024 |
HAVERFORD TRUST CO | COM | 1353 | $312,066 | 2,254 | 0.00 | 2,254 | +Inf | 06-30-2024 | |
SHELTON CAPITAL MANAGEMENT | COM | 1354 | $311,928 | 2,253 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |