Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCETON PORTFOLIO STRATEGIES GROUP LLC | COM | 851 | $712,000 | 52,900 | 0.14 | 0.34 | -81,456 | -60.63 | 06-30-2021 |
PINNACLE WEALTH ADVISORS | COM | 852 | $705,000 | 52,338 | 0.03 | 52,338 | +Inf | 06-30-2021 | |
NEO IVY CAPITAL MANAGEMENT | Stock | 853 | $659,000 | 48,936 | 0.67 | 48,936 | +Inf | 06-30-2021 |