Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNELL POCHILY INVESTMENT ADVISORS INC | COM | 1051 | $310,723 | 1,441 | 0.00 | 0.00 | -105 | -6.79 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | 1052 | $324,715 | 1,441 | 0.00 | 0.00 | -387 | -21.17 | 03-31-2024 |
WEIK CAPITAL MANAGEMENT | COM | 1053 | $310,507 | 1,440 | 0.00 | 0.00 | 180 | 14.29 | 03-31-2024 |
CETERA ADVISORS LLC | COM | 1054 | $372,370 | 1,439 | 0.00 | 0.00 | 83 | 6.12 | 12-31-2023 |