Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SHUFRO ROSE & CO LLC | COM | 751 | $437,220 | 7,347 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
JEPPSON WEALTH MANAGEMENT LLC | Stock | 752 | $405,683 | 7,256 | 0.00 | 0.00 | 220 | 3.13 | 12-31-2023 |
LOGAN CAPITAL MANAGEMENT INC | COM | 753 | $402,552 | 7,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GRADIENT INVESTMENTS LLC | COM | 754 | $428,412 | 7,199 | 0.00 | 0.00 | -20 | -0.28 | 09-30-2023 |