Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STERLING INVESTMENT COUNSEL LLC | COM | 2251 | $516,278 | 1,135 | 0.00 | 0.00 | 43 | 3.94 | 03-31-2024 |
MCF ADVISORS LLC | COM | 2252 | $515,758 | 1,134 | 0.00 | 0.00 | 53 | 4.90 | 03-31-2024 |
MASSO TORRENCE WEALTH MANAGEMENT INC | COM | 2253 | $514,458 | 1,131 | 0.00 | 0.00 | 169 | 17.57 | 03-31-2024 |
GUARDIAN WEALTH ADVISORS LLC / NC | COM | 2254 | $514,458 | 1,131 | 0.00 | 0.00 | 7 | 0.62 | 03-31-2024 |