Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONNOLLY SARAH T | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | -495 | -7.30 | 12-31-2023 |
CRAWFORD INVESTMENT COUNSEL INC | COM | 1252 | $1,381,905 | 6,287 | 0.00 | 0.00 | -25 | -0.40 | 06-30-2023 |
WEALTHCARE ADVISORY PARTNERS LLC | COM | 1253 | $1,568,931 | 6,282 | 0.00 | 0.00 | -167 | -2.59 | 03-31-2024 |
FOCUS FINANCIAL NETWORK INC /ADV | COM | 1254 | $1,469,857 | 6,270 | 0.00 | 6,270 | +Inf | 12-31-2023 |