Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARINO STRAM & ASSOCIATES LLC | COM | 1951 | $5,647,800 | 28,197 | 0.00 | 0.00 | 64 | 0.23 | 03-31-2024 |
CFM WEALTH PARTNERS LLC | COM | 1952 | $5,644,254 | 28,179 | 0.00 | 0.00 | 1,019 | 3.75 | 03-31-2024 |
SALEM CAPITAL MANAGEMENT INC | COM | 1953 | $2,942,000 | 28,153 | 2.33 | 2.30 | 100 | 0.36 | 09-30-2022 |
OLD PORT ADVISORS | COM | 1954 | $3,609,824 | 28,088 | 0.00 | 0.00 | -145 | -0.51 | 03-31-2023 |