Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AULL & MONROE INVESTMENT MANAGEMENT CORP | COM | 1151 | $596,259 | 9,318 | 0.00 | 0.00 | -318 | -3.30 | 09-30-2023 |
AVANTAX PLANNING PARTNERS INC | COM | 1152 | $606,258 | 9,307 | 0.00 | 0.00 | -208 | -2.19 | 12-31-2023 |
TAYLOR HOFFMAN WEALTH MANAGEMENT | COM | 1153 | $650,651 | 9,299 | 0.00 | 0.00 | -500 | -5.10 | 03-31-2024 |
AVALON TRUST CO | COM | 1154 | $650,582 | 9,298 | 0.00 | 0.00 | -1 | -0.01 | 03-31-2024 |