Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEIGERWALD GORDON & KOCH INC | COM | 2501 | $836,867 | 16,565 | 0.00 | 0.00 | 691 | 4.35 | 12-31-2023 |
HNP CAPITAL LLC | COM | 2502 | $788,442 | 16,550 | 0.00 | 0.19 | -33 | -0.20 | 12-31-2022 |
LIBERTY CAPITAL MANAGEMENT INC | COM | 2503 | $824,962 | 16,529 | 0.00 | 0.00 | -825 | -4.75 | 03-31-2024 |
COLONIAL RIVER WEALTH MANAGEMENT LLC | COM | 2504 | $832,519 | 16,479 | 0.00 | 0.00 | 5,700 | 52.88 | 12-31-2023 |