Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SULLIVAN BRUYETTE SPEROS & BLANEY LLC | COM NEW | 401 | $333,000 | 6,910 | 0.01 | 6,910 | +Inf | 03-31-2021 | |
SHELL ASSET MANAGEMENT CO | COM NEW | 402 | $109,000 | 6,786 | 0.00 | 0.00 | -41 | -0.60 | 06-30-2023 |
PINNACLE WEALTH ADVISORS | COM NEW | 403 | $294,000 | 6,512 | 0.01 | 6,512 | +Inf | 06-30-2021 | |
QUADRANT CAPITAL GROUP LLC | COM NEW | 404 | $79,282 | 4,900 | 0.00 | 0.00 | 883 | 21.98 | 12-31-2023 |