Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADAMS ASSET ADVISORS LLC | COM | 3351 | $911,490 | 5,762 | 0.00 | 0.00 | 70 | 1.23 | 03-31-2024 |
SUMMIT FINANCIAL STRATEGIES INC | COM | 3352 | $910,318 | 5,755 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STERLING WEALTH MANAGEMENT INC | COM | 3353 | $908,957 | 5,746 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OLD PORT ADVISORS | COM | 3354 | $943,150 | 5,741 | 0.00 | 0.00 | -104 | -1.78 | 03-31-2023 |