Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAMSAY STATTMAN VELA & PRICE INC | COM | 3251 | $505,268 | 3,205 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FOUNDERS CAPITAL MANAGEMENT | COM | 3252 | $192,669 | 3,202 | 0.00 | 0.00 | 2,147 | 203.51 | 03-31-2024 |
WEALTHTRUST AXIOM LLC | COM | 3253 | $504,480 | 3,200 | 0.00 | 0.00 | 280 | 9.59 | 12-31-2023 |
WINCH ADVISORY SERVICES LLC | COM | 3254 | $503,620 | 3,195 | 0.00 | 0.17 | 237 | 8.01 | 12-31-2023 |