Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 3451 | $531,000 | 3,565 | 0.15 | 0.12 | 964 | 37.06 | 03-31-2022 |
STERNECK CAPITAL MANAGEMENT LLC | COM | 3452 | $213,002 | 3,540 | 0.00 | 0.00 | -1,665 | -31.99 | 03-31-2024 |
COULTER & JUSTUS FINANCIAL SERVICES LLC | COMMON STOCKS | 3453 | $212,831 | 3,537 | 0.00 | 3,537 | +Inf | 03-31-2024 | |
NOESIS CAPITAL MANGEMENT CORP | COMMON STOCKS | Liquidated | $212,831 | 3,537 | 0.00 | 0.00 | 3,537 | +Inf | 03-31-2024 |