Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KANAWHA CAPITAL MANAGEMENT LLC | COM | 1001 | $2,752,360 | 50,753 | 0.00 | 0.00 | -20,818 | -29.09 | 03-31-2024 |
AMICA MUTUAL INSURANCE CO | COM | 1002 | $2,597,000 | 50,615 | 0.28 | 0.35 | 0 | 0.00 | 12-31-2023 |
BELL & BROWN WEALTH ADVISORS LLC | COM | 1003 | $2,593,919 | 50,552 | 0.00 | 0.00 | -8,156 | -13.89 | 12-31-2023 |
MOODY LYNN & LIEBERSON LLC | COM | 1004 | $2,736,934 | 50,469 | 0.00 | 0.00 | -197,747 | -79.67 | 03-31-2024 |