Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IBEX WEALTH ADVISORS | COM | 1201 | $1,907,000 | 7,960 | 0.52 | 0.46 | 1,369 | 20.77 | 03-31-2024 |
LOWE BROCKENBROUGH & CO INC | COM | 1202 | $2,326,923 | 7,870 | 0.00 | 0.00 | -4,039 | -33.92 | 12-31-2023 |
AMERICAN PORTFOLIOS ADVISORS | COM | 1203 | $1,283,221 | 7,821 | 0.00 | 7,821 | +Inf | 09-30-2022 | |
GIFFORD FONG ASSOCIATES | COM | 1204 | $2,306,000 | 7,800 | 0.49 | 0.51 | 0 | 0.00 | 12-31-2023 |