Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JAMISON PRIVATE WEALTH MANAGEMENT INC | COM | 1151 | $7,539,431 | 46,468 | 0.00 | 0.00 | 69 | 0.15 | 03-31-2024 |
IFP ADVISORS INC | cs | 1152 | $6,804,173 | 46,433 | 0.00 | 0.00 | -7,029 | -13.15 | 12-31-2023 |
STOKES CAPITAL ADVISORS LLC | COM | 1153 | $7,037,005 | 46,375 | 0.00 | 0.00 | -567 | -1.21 | 06-30-2023 |
KINGS POINT CAPITAL MANAGEMENT | COM | 1154 | $7,576,000 | 46,315 | 0.62 | 0.55 | 1,957 | 4.41 | 12-31-2021 |