Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
1834 INVESTMENT ADVISORS CO | COM | 2401 | $5,441,768 | 35,815 | 0.00 | 0.00 | -8,864 | -19.84 | 12-31-2023 |
BRIDGE CREEK CAPITAL MANAGEMENT LLC | COM | 2402 | $6,450,209 | 35,759 | 0.00 | 0.00 | -25 | -0.07 | 03-31-2024 |
CAROLINAS WEALTH CONSULTING LLC | COM | 2403 | $5,432,955 | 35,757 | 0.00 | 0.00 | 371 | 1.05 | 12-31-2023 |
LAFLEUR & GODFREY LLC | COM | 2404 | $6,443,088 | 35,720 | 0.00 | 0.00 | -550 | -1.52 | 03-31-2024 |