Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORT PITT CAPITAL GROUP LLC | COM | 3551 | $243,131 | 3,974 | 0.00 | 0.00 | -857 | -17.74 | 03-31-2024 |
PINE HARBOR WEALTH MANAGEMENT LLC | COM | 3552 | $233,974 | 3,970 | 0.00 | 3,970 | +Inf | 12-31-2023 | |
KEYES STANGE & WOOTEN WEALTH MANAGEMENT LLC | COM | 3553 | $242,438 | 3,963 | 0.00 | 3,963 | +Inf | 03-31-2024 | |
BCGM WEALTH MANAGEMENT LLC | COM | 3554 | $233,280 | 3,959 | 0.00 | 0.00 | 38 | 0.97 | 12-31-2023 |