Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAVANT CAPITAL LLC | SHS | 1001 | $2,701,731 | 32,796 | 0.00 | 0.00 | -97 | -0.29 | 12-31-2023 |
BARD FINANCIAL SERVICES INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 32,470 | +Inf | 12-31-2023 | |
BAKER TILLY WEALTH MANAGEMENT LLC | SHS | 1003 | $2,670,677 | 32,419 | 0.00 | 0.00 | -3,268 | -9.16 | 12-31-2023 |
PRINCETON PORTFOLIO STRATEGIES GROUP LLC | COM | 1004 | $3,982,000 | 32,082 | 0.77 | 0.79 | -2,350 | -6.83 | 06-30-2021 |