Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMG NATIONAL TRUST BANK | COM | 1651 | $2,138,090 | 23,681 | 0.00 | 0.00 | -388 | -1.61 | 12-31-2023 |
HCR WEALTH ADVISORS | Common Stock | 1652 | $2,131,413 | 23,606 | 0.00 | 23,606 | +Inf | 12-31-2023 | |
ASHTON THOMAS PRIVATE WEALTH LLC | Stock | 1653 | $2,044,113 | 23,528 | 0.00 | 23,528 | +Inf | 12-31-2022 | |
HARBOUR INVESTMENTS INC | COM | 1654 | $2,120,759 | 23,488 | 0.00 | 0.00 | 1,126 | 5.04 | 12-31-2023 |