Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VENTURI WEALTH MANAGEMENT LLC | COM NEW | 2601 | $29,905 | 669 | 0.00 | 0.00 | -9 | -1.33 | 03-31-2024 |
ROSENBERG MATTHEW HAMILTON | Stock | 2602 | $22,084 | 668 | 0.00 | 0.00 | -43 | -6.05 | 09-30-2023 |
GABLES CAPITAL MANAGEMENT INC | COM NEW | 2603 | $35,000 | 665 | 0.02 | 0.03 | 0 | 0.00 | 03-31-2022 |
EARNEST PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |