Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERALD INVESTMENT MANAGEMENT LTD | COM | 2151 | $675,450 | 19,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
TIEMANN INVESTMENT ADVISORS LLC | COM | 2152 | $674,917 | 18,985 | 0.00 | 0.00 | -1,167 | -5.79 | 09-30-2023 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,978 | 11.66 | 03-31-2024 |
CRAWFORD INVESTMENT COUNSEL INC | COM | 2154 | $631,142 | 18,874 | 0.00 | 0.00 | 186 | 1.00 | 06-30-2023 |