Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOSTER & MOTLEY INC | com | 2351 | $377,000 | 1,654 | 0.03 | 0.02 | 90 | 5.75 | 03-31-2024 |
SKBA CAPITAL MANAGEMENT LLC | COM | 2352 | $309,111 | 1,650 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LAIDLAW WEALTH MANAGEMENT LLC | COM | 2353 | $308,736 | 1,648 | 0.00 | 0.00 | -105 | -5.99 | 12-31-2023 |
DIVERSIFIED LLC | COM | 2354 | $308,482 | 1,647 | 0.00 | 1,647 | +Inf | 12-31-2023 |