Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VENTURI WEALTH MANAGEMENT LLC | COM | 3451 | $65,689 | 1,211 | 0.00 | 0.00 | 335 | 38.24 | 03-31-2024 |
MOISAND FITZGERALD TAMAYO LLC | COM | 3452 | $65,565 | 1,209 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FOUNDERS CAPITAL MANAGEMENT | COM | 3453 | $65,076 | 1,200 | 0.00 | 0.00 | 100 | 9.09 | 03-31-2024 |
TRADEWINDS CAPITAL MANAGEMENT LLC | COM | 3454 | $69,598 | 1,199 | 0.00 | 0.00 | 10 | 0.84 | 09-30-2023 |