Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WENDELL DAVID ASSOCIATES INC | COMM | 951 | $558,000 | 676 | 0.06 | 0.05 | 48 | 7.64 | 03-31-2024 |
GATEWAY INVESTMENT ADVISERS LLC | COM | 952 | $557,923 | 676 | 0.00 | 0.00 | -34 | -4.79 | 03-31-2024 |
PINNACLE WEALTH PLANNING SERVICES INC | REIT | 953 | $525,632 | 671 | 0.00 | 0.00 | -15 | -2.19 | 06-30-2023 |
SUNBELT SECURITIES INC | REIT | 954 | $553,494 | 671 | 0.00 | 0.00 | 660 | 6000.00 | 03-31-2024 |