Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GENEOS WEALTH MANAGEMENT INC | COM | 1451 | $132,028 | 1,083 | 0.00 | 0.00 | -25 | -2.26 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 1452 | $128,260 | 1,052 | 0.00 | 0.00 | -3 | -0.28 | 03-31-2024 |
DUNCKER STREETT & CO INC | COM | 1453 | $128,016 | 1,050 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INVESTMENT COUNSELORS OF MARYLAND LLC | COM | 1454 | $208,000 | 1,050 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |