Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITE KNIGHT STRATEGIC WEALTH ADVISORS LLC | COM | 2901 | $369,578 | 3,390 | 0.00 | 0.48 | -360 | -9.60 | 06-30-2023 |
GODSHALK WELSH CAPITAL MANAGEMENT INC | COM | 2902 | $368,706 | 3,382 | 0.00 | 0.00 | -40 | -1.17 | 06-30-2023 |
EVERMAY WEALTH MANAGEMENT LLC | COM | 2903 | $368,706 | 3,382 | 0.00 | 0.00 | -537 | -13.70 | 06-30-2023 |
WEDGE CAPITAL MANAGEMENT L L P/NC | COM | 2904 | $384,171 | 3,380 | 0.00 | 0.00 | 101 | 3.08 | 03-31-2024 |