Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RADNOR CAPITAL MANAGEMENT LLC | COM | 651 | $2,062,000 | 16,791 | 0.35 | 0.37 | 0 | 0.00 | 03-31-2024 |
HOWE & RUSLING INC | COM | 652 | $2,043,958 | 16,645 | 0.00 | 0.00 | 6,846 | 69.86 | 03-31-2024 |
HAWSGOODWIN INVESTMENT MANAGEMENT LLC | COM | 653 | $1,867,000 | 16,605 | 0.57 | 0.55 | 16 | 0.10 | 09-30-2021 |
SMITH SALLEY WEALTH MANAGEMENT | COM | 654 | $2,037,337 | 16,591 | 0.00 | 0.00 | -6,435 | -27.95 | 03-31-2024 |