Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
J W COONS ADVISORS LLC | COM | 951 | $277,628 | 1,805 | 0.00 | 0.00 | -14 | -0.77 | 12-31-2023 |
EXCALIBUR MANAGEMENT CORP | COM | 952 | $276,858 | 1,800 | 0.00 | 0.00 | -55 | -2.96 | 12-31-2023 |
WEDMONT PRIVATE CAPITAL | COM | 953 | $315,328 | 1,778 | 0.00 | 0.00 | 68 | 3.98 | 03-31-2024 |
IFG ADVISORY LLC | Common Stock | 954 | $270,039 | 1,755 | 0.00 | 0.00 | 18 | 1.04 | 12-31-2023 |