Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMITH CHAS P & ASSOCIATES PA CPAS | COM | 1401 | $357,000 | 2,994 | 0.02 | 0.03 | -437 | -12.74 | 12-31-2023 |
SIGMA INVESTMENT COUNSELORS INC | COM | 1402 | $367,240 | 2,991 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BAKER BOYER NATIONAL BANK | COMMON STOCK | 1403 | $367,172 | 2,990 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ABSHER WEALTH MANAGEMENT LLC | COM | 1404 | $367,172 | 2,990 | 0.00 | 0.00 | 17 | 0.57 | 03-31-2024 |