Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | COM | 2301 | $1,003,179 | 11,111 | 0.00 | 0.00 | -569 | -4.87 | 12-31-2023 |
SEMMAX FINANCIAL ADVISORS INC | COM | 2302 | $993,129 | 11,104 | 0.00 | 0.28 | 4,049 | 57.39 | 09-30-2023 |
ZWJ INVESTMENT COUNSEL INC | COM | 2303 | $1,354,299 | 11,068 | 0.00 | 0.00 | 1,139 | 11.47 | 03-31-2024 |
WINTHROP CAPITAL MANAGEMENT LLC | COM | 2304 | $998,293 | 11,057 | 0.00 | 11,057 | +Inf | 12-31-2023 |