Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGS POINT CAPITAL MANAGEMENT | COM | 2201 | $327,000 | 357 | 0.03 | 0.03 | 11 | 3.18 | 12-31-2021 |
ARMSTRONG ADVISORY GROUP INC | COM | 2202 | $289,001 | 356 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LUTS & GREENLEIGH GROUP INC | COM | 2203 | $287,377 | 354 | 0.00 | 0.00 | -13 | -3.54 | 12-31-2023 |
WEIL COMPANY INC | COM | 2204 | $287,700 | 354 | 0.00 | 354 | +Inf | 12-31-2023 |