Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CCM INVESTMENT ADVISERS LLC | COM | 1751 | $821,469 | 16,009 | 0.00 | 0.00 | -174,316 | -91.59 | 12-31-2023 |
COVENANT MULTIFAMILY OFFICES LLC | COM | 1752 | $947,000 | 16,003 | 0.17 | 0.18 | 1,162 | 7.83 | 09-30-2021 |
FOURTHOUGHT FINANCIAL LLC | Stock | 1753 | $1,135,000 | 15,969 | 0.17 | 15,969 | +Inf | 09-30-2022 | |
SCHNIEDERS CAPITAL MANAGEMENT LLC | COM | 1754 | $1,017,317 | 15,908 | 0.00 | 0.24 | 3,061 | 23.83 | 06-30-2023 |