Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE TRUST CO | COMMON STOCK | 1401 | $2,885,862 | 31,962 | 0.00 | 0.00 | 520 | 1.65 | 12-31-2023 |
SHEAFF BROCK INVESTMENT ADVISORS LLC | COM | 1402 | $2,877,438 | 31,869 | 0.00 | 0.00 | -310 | -0.96 | 12-31-2023 |
WADDELL & REED FINANCIAL INC | COM | 1403 | $5,876,000 | 31,844 | 0.01 | 31,844 | +Inf | 03-31-2021 | |
COLONIAL TRUST CO / SC | Stock | 1404 | $2,871,935 | 31,808 | 0.00 | 0.00 | 1,537 | 5.08 | 12-31-2023 |