Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRANDYWINE OAK PRIVATE WEALTH LLC | COM | 2001 | $3,935,192 | 27,057 | 0.00 | 0.00 | -1,715 | -5.96 | 06-30-2023 |
BENJAMIN EDWARDS INC | COM | 2002 | $5,415,000 | 27,034 | 1.08 | 0.95 | 1,324 | 5.15 | 03-31-2024 |
VALLEY NATIONAL ADVISERS INC | COM | 2003 | $5,414,000 | 27,032 | 0.82 | 0.76 | -952 | -3.40 | 03-31-2024 |
MONETARY MANAGEMENT GROUP INC | COM | 2004 | $4,593,380 | 27,004 | 0.00 | 0.00 | 385 | 1.45 | 12-31-2023 |