Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUFFINGTON MOHR MCNEAL | Stock | 701 | $1,025,891 | 13,072 | 0.00 | 0.00 | -175 | -1.32 | 03-31-2024 |
WRIGHT INVESTORS SERVICE INC | COM | 702 | $1,025,027 | 13,061 | 0.00 | 0.00 | -401 | -2.98 | 03-31-2024 |
SIMPLICITY SOLUTIONS LLC | COM | 703 | $965,027 | 13,004 | 0.00 | 0.00 | -235 | -1.78 | 12-31-2023 |
PLANCORP LLC | COM | 704 | $956,567 | 12,890 | 0.00 | 0.00 | -1,287 | -9.08 | 12-31-2023 |