Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL CITY TRUST CO/FL | COM | 1451 | $5,206,270 | 44,792 | 0.00 | 0.00 | -1,975 | -4.22 | 03-31-2024 |
CAMPBELL WEALTH MANAGEMENT | COM | 1452 | $5,200,000 | 44,738 | 0.52 | 0.52 | 943 | 2.15 | 03-31-2024 |
DIVERSIFY ADVISORY SERVICES LLC | COM | 1453 | $5,229,286 | 44,699 | 0.00 | 44,699 | +Inf | 03-31-2024 | |
ASHFIELD CAPITAL PARTNERS LLC | COM | 1454 | $3,901,000 | 44,682 | 0.33 | 0.23 | 1,140 | 2.62 | 09-30-2022 |