Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SHEETS SMITH WEALTH MANAGEMENT | COM | 2151 | $1,205,332 | 4,065 | 0.00 | 0.00 | 101 | 2.55 | 12-31-2023 |
BRUDERMAN ASSET MANAGEMENT LLC | COM | 2152 | $1,001,000 | 4,054 | 1.80 | 1.46 | 141 | 3.60 | 06-30-2022 |
CARDIFF PARK ADVISORS LLC | COM | 2153 | $1,201,098 | 4,051 | 0.00 | 0.00 | 573 | 16.47 | 12-31-2023 |
BURKE & HERBERT BANK & TRUST CO | COMMON | 2154 | $1,207,964 | 4,048 | 0.00 | 0.00 | -208 | -4.89 | 06-30-2023 |