Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 2501 | $2,096,571 | 13,254 | 0.00 | 0.00 | -2,488 | -15.80 | 03-31-2024 |
TRADEWINDS LLC | COM | Liquidated | $0 | 0 | 0.00 | 13,237 | +Inf | 12-31-2021 | |
EDMP INC | COM | 2503 | $2,093,644 | 13,235 | 0.00 | 0.00 | 68 | 0.52 | 03-31-2024 |
HANSON & DOREMUS INVESTMENT MANAGEMENT | COMMON | 2504 | $2,093,000 | 13,229 | 0.36 | 0.39 | 9 | 0.07 | 03-31-2024 |