Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 651 | $408,739 | 10,573 | 0.00 | 0.00 | -1,342 | -11.26 | 12-31-2023 |
BLUME CAPITAL MANAGEMENT INC | COM | 652 | $391,645 | 10,565 | 0.00 | 10,565 | +Inf | 03-31-2024 | |
O'SHAUGHNESSY ASSET MANAGEMENT LLC | COM | 653 | $404,616 | 10,466 | 0.00 | 0.00 | 4,258 | 68.59 | 12-31-2023 |
FULTON BANK NA | COM | 654 | $384,415 | 10,370 | 0.00 | 0.00 | 4,281 | 70.31 | 03-31-2024 |