Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNITED COMMUNITY BANK | COMMON STOCK | 1401 | $881,503 | 7,772 | 0.00 | 0.00 | -698 | -8.24 | 03-31-2024 |
CHICAGO PARTNERS INVESTMENT GROUP LLC | COM | 1402 | $852,835 | 7,769 | 0.00 | 0.00 | -34 | -0.44 | 03-31-2024 |
HOLDERNESS INVESTMENTS CO | COM | 1403 | $873,901 | 7,705 | 0.00 | 0.00 | 209 | 2.79 | 03-31-2024 |
CENTER FOR FINANCIAL PLANNING INC | COM | 1404 | $873,561 | 7,702 | 0.00 | 0.00 | 500 | 6.94 | 03-31-2024 |