Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUCCESSFUL PORTFOLIOS LLC | COM | 2651 | $238,259 | 954 | 0.00 | 0.00 | -153 | -13.82 | 06-30-2024 |
COHEN & STEERS INC | COM | 2652 | $229,000 | 954 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
ASCENT WEALTH PARTNERS LLC | COM | 2653 | $237,857 | 952 | 0.00 | 0.00 | -152 | -13.77 | 06-30-2024 |
CRAWFORD INVESTMENT COUNSEL INC | COM | 2654 | $237,800 | 952 | 0.00 | 0.00 | -61 | -6.02 | 06-30-2024 |