Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GODSHALK WELSH CAPITAL MANAGEMENT INC | COM | 751 | $714,464 | 5,005 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
ALLEN INVESTMENT MANAGEMENT LLC | COM | 752 | $659,950 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 753 | $659,657 | 4,998 | 0.00 | 0.00 | -1 | -0.02 | 12-31-2023 |
QUANTUM PRIVATE WEALTH LLC | COM | 754 | $704,386 | 4,934 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |