Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HENGEHOLD CAPITAL MANAGEMENT LLC | COM | 551 | $1,025,530 | 27,561 | 0.00 | 0.00 | -580 | -2.06 | 03-31-2024 |
SAGEVIEW ADVISORY GROUP LLC | COM | 552 | $972,917 | 27,507 | 0.00 | 27,507 | +Inf | 12-31-2023 | |
CETERA ADVISORS LLC | COM | 553 | $938,353 | 27,207 | 0.00 | 0.00 | 5,045 | 22.76 | 12-31-2023 |
IRONWOOD INVESTMENT MANAGEMENT LLC | COM | 554 | $927,712 | 26,898 | 0.00 | 0.00 | -500 | -1.82 | 12-31-2023 |