Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SC&H FINANCIAL ADVISORS INC | COM | 2151 | $2,008,818 | 2,742 | 0.00 | 0.00 | -55 | -1.97 | 03-31-2024 |
DELTA FINANCIAL GROUP INC | COM | 2152 | $2,003,000 | 2,734 | 0.59 | 0.56 | 48 | 1.79 | 03-31-2024 |
MITCHELL & PAHL PRIVATE WEALTH LLC | COM | 2153 | $1,997,581 | 2,726 | 0.00 | 0.00 | -58 | -2.08 | 03-31-2024 |
IPG INVESTMENT ADVISORS LLC | COM | 2154 | $1,838,243 | 2,723 | 0.00 | 0.00 | 45 | 1.68 | 12-31-2023 |