Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HENNION & WALSH ASSET MANAGEMENT INC | COM | 701 | $1,758,987 | 14,324 | 0.00 | 0.00 | -265 | -1.82 | 03-31-2024 |
BOLLARD GROUP LLC | COM | 702 | $1,637,000 | 14,286 | 0.06 | 0.07 | 149 | 1.05 | 03-31-2023 |
AMERITAS INVESTMENT PARTNERS INC | COM | 703 | $1,751,969 | 14,267 | 0.00 | 0.00 | -107 | -0.74 | 03-31-2024 |
EMPIRE FINANCIAL MANAGEMENT COMPANY LLC | COM | 704 | $1,736,883 | 14,144 | 0.00 | 0.00 | -76 | -0.53 | 03-31-2024 |