Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DETALUS ADVISORS LLC | COM | 3551 | $730,900 | 4,620 | 0.00 | 0.00 | -53 | -1.13 | 03-31-2024 |
TI-TRUST INC | COM | 3552 | $729,889 | 4,614 | 0.00 | 0.00 | 310 | 7.20 | 03-31-2024 |
BENDER ROBERT & ASSOCIATES | COM | 3553 | $721,161 | 4,601 | 0.00 | 0.00 | -100 | -2.13 | 12-31-2023 |
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | Stock | 3554 | $726,180 | 4,591 | 0.00 | 0.00 | 147 | 3.31 | 03-31-2024 |