Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEAVELL INVESTMENT MANAGEMENT INC | COM | 1101 | $654,000 | 3,175 | 0.04 | 0.04 | 17 | 0.54 | 03-31-2024 |
BILL FEW ASSOCIATES INC | COM | 1102 | $648,837 | 3,150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WALLER FINANCIAL PLANNING GROUP INC | COM | 1103 | $598,606 | 3,146 | 0.00 | 0.00 | 22 | 0.70 | 09-30-2023 |
DEFINED WEALTH MANAGEMENT LLC | COM | 1104 | $641,628 | 3,115 | 0.00 | 0.00 | -3 | -0.10 | 03-31-2024 |