Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTMENT MANAGEMENT OF VIRGINIA LLC | COM | 1251 | $438,307 | 3,825 | 0.00 | 0.00 | 10 | 0.26 | 03-31-2023 |
PALLAS CAPITAL ADVISORS LLC | COM | 1252 | $469,074 | 3,820 | 0.00 | 0.00 | 528 | 16.04 | 03-31-2024 |
BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 1253 | $468,418 | 3,814 | 0.00 | 3,814 | +Inf | 03-31-2024 | |
GHP INVESTMENT ADVISORS INC | COM | 1254 | $435,506 | 3,801 | 0.00 | 0.00 | 3,623 | 2035.39 | 03-31-2023 |