Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KOSHINSKI ASSET MANAGEMENT INC | COM | 51 | $1,167,754 | 134,070 | 0.00 | 0.00 | -71,442 | -34.76 | 03-31-2024 |
KESTRA ADVISORY SERVICES LLC | COM | 52 | $1,125,099 | 130,825 | 0.00 | 0.00 | -5,100 | -3.75 | 12-31-2023 |
SMITH MOORE & CO | COM | 53 | $1,110,397 | 129,116 | 0.00 | 0.00 | 4,259 | 3.41 | 12-31-2023 |
DIXON HUBARD FEINOUR & BROWN INC/VA | CEF | 54 | $1,137,000 | 127,314 | 0.14 | 0.12 | 277 | 0.22 | 06-30-2022 |