Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTMENT COUNSEL INC | COM | 951 | $1,130,000 | 18,175 | 0.80 | 18,175 | +Inf | 03-31-2021 | |
ALTIUM WEALTH MANAGEMENT LLC | COM | 952 | $1,294,000 | 18,146 | 0.09 | 0.07 | 3,210 | 21.49 | 06-30-2022 |
ICW INVESTMENT ADVISORS LLC | COM | 953 | $1,301,128 | 18,137 | 0.00 | 0.00 | 133 | 0.74 | 03-31-2024 |
MONTE FINANCIAL GROUP LLC | Stock | 954 | $1,270,855 | 18,124 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |