Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SHELTON CAPITAL MANAGEMENT | COM NEW | 501 | $252,058 | 6,292 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INVESTMENT COUNSELORS OF MARYLAND LLC | COM | 502 | $275,000 | 6,273 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2021 |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM NEW | 503 | $247,803 | 6,186 | 0.00 | 0.00 | 468 | 8.18 | 03-31-2024 |
FILBRANDT WEALTH MANAGEMENT LLC | COM | 504 | $271,000 | 6,183 | 0.16 | 0.12 | 1,250 | 25.34 | 09-30-2021 |