Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MANITOU INVESTMENT MANAGEMENT LTD | COM | 3251 | $582,441 | 795 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS LP | COM | 3252 | $580,976 | 793 | 0.00 | 0.00 | 53 | 7.16 | 03-31-2024 |
FAIRHAVEN WEALTH MANAGEMENT LLC | COM | 3253 | $522,123 | 791 | 0.00 | 0.00 | 2 | 0.25 | 12-31-2023 |
SCHOLTZ & COMPANY LLC | COM | 3254 | $578,778 | 790 | 0.00 | 1.69 | -3,747 | -82.59 | 03-31-2024 |