Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUREL WEALTH ADVISORS INC | Stock | 801 | $2,933,000 | 28,982 | 0.29 | 28,982 | +Inf | 12-31-2022 | |
LIVE OAK PRIVATE WEALTH LLC | COM | 802 | $2,654,323 | 28,971 | 0.00 | 0.00 | 4,196 | 16.94 | 03-31-2024 |
HAYEK KALLEN INVESTMENT MANAGEMENT | COM | 803 | $2,715,000 | 28,857 | 1.13 | 1.20 | -80 | -0.28 | 12-31-2023 |
STRATEGIC WEALTH PARTNERS LTD | COM | 804 | $2,805,762 | 28,851 | 0.00 | 0.48 | 6,175 | 27.23 | 03-31-2023 |