Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOURNEY ADVISORY GROUP LLC | COM | 751 | $7,098,430 | 24,966 | 0.00 | 0.00 | 2,223 | 9.77 | 03-31-2024 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | COM | 752 | $5,536,936 | 24,939 | 0.00 | 1.44 | 744 | 3.08 | 06-30-2023 |
SIEMENS FONDS INVEST GMBH | COM | 753 | $7,071,038 | 24,870 | 0.00 | 0.00 | 4,508 | 22.14 | 03-31-2024 |
BESSEMER GROUP INC | SC | 754 | $6,006,000 | 24,850 | 0.01 | 0.02 | -1,842 | -6.90 | 03-31-2023 |