Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FDX ADVISORS INC | Common Stock | 1551 | $1,478,000 | 45,593 | 0.12 | 0.11 | -8,268 | -15.35 | 09-30-2023 |
PRIVATE WEALTH PARTNERS LLC | COM | 1552 | $1,718,705 | 45,589 | 0.00 | 0.00 | -12,791 | -21.91 | 12-31-2023 |
MARKS GROUP WEALTH MANAGEMENT INC | COM | 1553 | $1,911,698 | 45,560 | 0.00 | 0.00 | -3,496 | -7.13 | 03-31-2024 |
FIRST CITY CAPITAL MANAGEMENT INC | COM | 1554 | $1,472,215 | 45,425 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |