Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 3601 | $104,510 | 347 | 0.00 | 347 | +Inf | 03-31-2024 | |
ESTABROOK CAPITAL MANAGEMENT | COMMON | 3602 | $99,691 | 331 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LIVE OAK INVESTMENT PARTNERS | COM | 3603 | $66,919 | 330 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BAY HARBOR WEALTH MANAGEMENT LLC | Common Stock | 3604 | $98,013 | 325 | 0.00 | 0.00 | 1 | 0.31 | 03-31-2024 |