Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTEGRATED ADVISORS NETWORK LLC | COM | 851 | $537,754 | 3,868 | 0.00 | 0.00 | 184 | 4.99 | 12-31-2023 |
CORBETT ROAD CAPITAL MANAGEMENT LLC | COM | 852 | $511,000 | 3,859 | 0.66 | 0.86 | 704 | 22.31 | 03-31-2022 |
BRIDGEWATER ASSOCIATES LP | COM | 853 | $559,922 | 3,848 | 0.00 | 0.00 | -5,809 | -60.15 | 03-31-2024 |
EXCHANGE BANK | COMMON STOCK | 854 | $558,176 | 3,836 | 0.00 | 0.00 | -22 | -0.57 | 03-31-2024 |