Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VENTURI WEALTH MANAGEMENT LLC | COM | 1251 | $32,337 | 261 | 0.00 | 0.00 | 4 | 1.56 | 03-31-2024 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 1252 | $32,212 | 260 | 0.00 | 0.00 | 103 | 65.61 | 03-31-2024 |
CSAT INVESTMENT ADVISORY LP | COM | 1253 | $24,000 | 253 | 0.02 | 253 | +Inf | 03-31-2021 | |
SALEM INVESTMENT COUNSELORS INC | COM | 1254 | $30,354 | 245 | 0.00 | 0.00 | -55 | -18.33 | 03-31-2024 |