Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREATMARK INVESTMENT PARTNERS INC | Stock | 1201 | $509,006 | 4,145 | 0.00 | 0.00 | 215 | 5.47 | 03-31-2024 |
WEST PACES ADVISORS INC | Stock | 1202 | $508,257 | 4,139 | 0.00 | 0.00 | -97 | -2.29 | 03-31-2024 |
SOUTHSTATE CORP | Com | 1203 | $506,550 | 4,125 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STEVENS CAPITAL MANAGEMENT LP | COM | 1204 | $506,000 | 4,123 | 0.10 | 0.07 | 1,602 | 63.55 | 03-31-2024 |