Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PFLUG KOORY LLC | COM | 1451 | $1,108,635 | 8,710 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | COM | 1452 | $589,000 | 8,686 | 0.04 | 0.04 | -748 | -7.93 | 09-30-2021 |
WITTENBERG INVESTMENT MANAGEMENT INC | COM | 1453 | $1,105,427 | 8,685 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | COM | 1454 | $1,103,030 | 8,666 | 0.00 | 0.00 | -137 | -1.56 | 03-31-2024 |