Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUMMIT FINANCIAL LLC | Common Stock | 1801 | $6,094,741 | 21,839 | 0.00 | 0.00 | 2,581 | 13.40 | 03-31-2024 |
MOLONEY SECURITIES ASSET MANAGEMENT LLC | COM | 1802 | $6,092,616 | 21,831 | 0.00 | 0.00 | 730 | 3.46 | 03-31-2024 |
CARRET ASSET MANAGEMENT LLC | COM | 1803 | $4,921,000 | 21,827 | 0.00 | 0.63 | -238 | -1.08 | 03-31-2023 |
SAWYER & COMPANY INC | COM CL A | 1804 | $6,083,944 | 21,800 | 0.00 | 2.52 | -130 | -0.59 | 03-31-2024 |