Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEEDER ADVISORY SERVICES INC | COM | 751 | $601,346 | 2,351 | 0.00 | 0.00 | 36 | 1.56 | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $598,790 | 2,341 | 0.00 | 0.00 | 2,341 | +Inf | 03-31-2024 |
SAVANT CAPITAL LLC | COM | 753 | $528,747 | 2,326 | 0.00 | 0.00 | 77 | 3.42 | 12-31-2023 |
VESTOR CAPITAL LLC | COMMON STOCK | 754 | $589,000 | 2,304 | 0.05 | 0.05 | 0 | 0.00 | 03-31-2024 |