Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GUARDIAN WEALTH ADVISORS LLC / NC | COM | 2351 | $262,982 | 2,593 | 0.00 | 0.00 | -36 | -1.37 | 03-31-2024 |
BREWIN DOLPHIN LTD | COM | 2352 | $144,000 | 2,584 | 0.01 | 2,584 | +Inf | 06-30-2022 | |
WEDGE CAPITAL MANAGEMENT L L P/NC | COM | 2353 | $261,664 | 2,580 | 0.00 | 0.00 | 93 | 3.74 | 03-31-2024 |
WINDSOR WEALTH MANAGEMENT INC | COM | 2354 | $229,000 | 2,575 | 0.04 | 0.04 | 0 | 0.00 | 09-30-2023 |