Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERMAY WEALTH MANAGEMENT LLC | COM | 2851 | $190,642 | 1,059 | 0.00 | 0.00 | -14 | -1.30 | 06-30-2023 |
LEJEUNE PUETZ INVESTMENT COUNSEL LLC | Equity | 2852 | $194,566 | 1,046 | 0.00 | 0.00 | 18 | 1.75 | 03-31-2023 |
ARMSTRONG ADVISORY GROUP INC | COM | 2853 | $172,165 | 1,010 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SOUND INCOME STRATEGIES LLC | COM | 2854 | $175,514 | 1,007 | 0.00 | 0.00 | 180 | 21.77 | 03-31-2024 |