Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VENTURI WEALTH MANAGEMENT LLC | COM | 1451 | $56,913 | 432 | 0.00 | 0.00 | 170 | 64.89 | 03-31-2024 |
MENDOTA FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -20 | -4.46 | 12-31-2023 |
TOTH FINANCIAL ADVISORY CORP | COM | 1453 | $56,341 | 428 | 0.00 | 0.00 | 1 | 0.23 | 03-31-2024 |
MONTAG A & ASSOCIATES INC | COM | 1454 | $56,424 | 427 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |