Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | COM | 701 | $1,248,967 | 14,506 | 0.00 | 0.00 | -317 | -2.14 | 03-31-2024 |
BRANDYWINE OAK PRIVATE WEALTH LLC | COM | 702 | $1,246,446 | 14,477 | 0.00 | 0.00 | -826 | -5.40 | 03-31-2024 |
SS&H FINANCIAL ADVISORS INC | COM | 703 | $1,244,000 | 14,456 | 0.52 | 0.50 | 0 | 0.00 | 03-31-2024 |
SEARLE & CO | COM | 704 | $1,334,914 | 14,444 | 0.00 | 0.46 | 2,034 | 16.39 | 03-31-2023 |