Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUCKINGHAM STRATEGIC WEALTH LLC | COM | 1251 | $1,283,578 | 8,612 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
SENDER CO & PARTNERS INC | COM | 1252 | $951,123 | 8,602 | 0.00 | 8,602 | +Inf | 12-31-2023 | |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | COM | 1253 | $1,520,639 | 8,581 | 0.00 | 0.37 | 105 | 1.24 | 03-31-2024 |
GODSHALK WELSH CAPITAL MANAGEMENT INC | COM | 1254 | $1,131,702 | 8,580 | 0.00 | 0.00 | -135 | -1.55 | 06-30-2023 |