Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BALTIMORE-WASHINGTON FINANCIAL ADVISORS INC | COM | 1401 | $236,586 | 762 | 0.00 | 0.00 | -53 | -6.50 | 12-31-2023 |
LS INVESTMENT ADVISORS LLC | COM | 1402 | $221,411 | 760 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FORTIS GROUP ADVISORS LLC | COM | 1403 | $222,594 | 759 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CLARK CAPITAL MANAGEMENT GROUP INC | COM | 1404 | $220,828 | 758 | 0.00 | 0.00 | -506 | -40.03 | 03-31-2024 |