Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANNEY CAPITAL MANAGEMENT LLC | Common Stock | 1951 | $861,000 | 8,129 | 0.07 | 0.07 | -26 | -0.32 | 09-30-2023 |
BALDWIN INVESTMENT MANAGEMENT LLC | Common Stock | 1952 | $859,329 | 8,113 | 0.00 | 0.00 | -850 | -9.48 | 09-30-2023 |
CSENGE ADVISORY GROUP | COM | 1953 | $853,710 | 8,097 | 0.00 | 0.00 | 520 | 6.86 | 12-31-2023 |
MERITAS WEALTH MANAGEMENT LLC | COM | 1954 | $1,016,185 | 8,090 | 0.00 | 0.00 | -15 | -0.19 | 03-31-2024 |