Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SALEM INVESTMENT COUNSELORS INC | COM | 1201 | $10,864 | 96 | 0.00 | 0.00 | -11 | -10.28 | 03-31-2024 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | Ordinary Share | 1202 | $11,000 | 95 | 0.00 | 0.00 | -15 | -13.64 | 03-31-2024 |
MOTCO | Com | 1203 | $10,653 | 95 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | COM | 1204 | $10,653 | 95 | 0.00 | 0.00 | 46 | 93.88 | 03-31-2024 |