Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINSCOMB & WILLIAMS INC | COM | 701 | $378,603 | 257 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BUCKINGHAM STRATEGIC WEALTH LLC | COM | 702 | $337,277 | 256 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
MARYLAND CAPITAL MANAGEMENT | COM | 703 | $278,000 | 256 | 0.02 | 0.03 | 0 | 0.00 | 09-30-2022 |
MCF ADVISORS LLC | COM | 704 | $387,978 | 255 | 0.00 | 0.00 | -95 | -27.14 | 03-31-2024 |