Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAVVY ADVISORS INC | COM | 1451 | $303,800 | 22,877 | 0.00 | 0.00 | 420 | 1.87 | 03-31-2024 |
FRUTH INVESTMENT MANAGEMENT | COM | 1452 | $278,000 | 22,850 | 0.08 | 0.09 | -900 | -3.79 | 12-31-2023 |
BERMAN CAPITAL ADVISORS LLC | Stock | 1453 | $322,000 | 22,752 | 0.05 | 0.05 | 255 | 1.13 | 09-30-2021 |
BIGELOW INVESTMENT ADVISORS LLC | COM | 1454 | $302,000 | 22,741 | 0.00 | 0.00 | 3,387 | 17.50 | 03-31-2024 |