Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEUBERGER BERMAN GROUP LLC | Common | 751 | $1,115,806 | 5,985 | 0.00 | 0.00 | -19,036 | -76.08 | 12-31-2023 |
PHILADELPHIA TRUST CO | COM | 752 | $1,110,000 | 5,954 | 0.10 | 0.12 | 0 | 0.00 | 12-31-2023 |
WESPAC ADVISORS LLC | COM | 753 | $1,154,163 | 5,934 | 0.00 | 0.00 | -345 | -5.49 | 03-31-2024 |
WUNDERLICH CAPITAL MANAGEMNT | COM | 754 | $1,102,420 | 5,913 | 0.00 | 5,913 | +Inf | 12-31-2023 |