Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUCKHEAD CAPITAL MANAGEMENT LLC | COM CL A | 1451 | $7,971,796 | 33,568 | 0.00 | 0.00 | 407 | 1.23 | 06-30-2023 |
HILTON CAPITAL MANAGEMENT LLC | Common Stocks | 1452 | $8,714,193 | 33,471 | 0.00 | 0.00 | 68 | 0.20 | 12-31-2023 |
FULTON BANK NA | COM CL A | 1453 | $9,334,388 | 33,447 | 0.00 | 0.00 | -300 | -0.89 | 03-31-2024 |
IBEX WEALTH ADVISORS | COM | 1454 | $6,938,000 | 33,396 | 1.88 | 1.97 | -184 | -0.55 | 03-31-2024 |