Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DEDORA CAPITAL INC | COM | 2351 | $1,674,059 | 2,152 | 0.00 | 0.00 | 375 | 21.10 | 03-31-2024 |
SANDY COVE ADVISORS LLC | COM | 2352 | $1,673,457 | 2,151 | 0.00 | 0.00 | -90 | -4.02 | 03-31-2024 |
SUMMIT FINANCIAL STRATEGIES INC | COM | 2353 | $1,254,084 | 2,151 | 0.00 | 0.00 | 39 | 1.85 | 12-31-2023 |
BUCKHEAD CAPITAL MANAGEMENT LLC | COM | 2354 | $1,008,307 | 2,150 | 0.00 | 0.00 | -381 | -15.05 | 06-30-2023 |