Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOODY LYNN & LIEBERSON LLC | COM | 1501 | $9,496,387 | 51,774 | 0.00 | 0.00 | -366 | -0.70 | 06-30-2024 |
PFG ADVISORS | CAP STK CL C | 1502 | $7,294,677 | 51,761 | 0.00 | 0.00 | 1,171 | 2.31 | 12-31-2023 |
INTRUST BANK NA | CAP STK CL C | 1503 | $9,482,446 | 51,698 | 0.00 | 0.00 | -1,624 | -3.05 | 06-30-2024 |
GRATUS CAPITAL LLC | CAP STK CL C | 1504 | $9,478,330 | 51,676 | 0.00 | 0.00 | 4,732 | 10.08 | 06-30-2024 |