Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NICOLET ADVISORY SERVICES LLC | COM | 1451 | $1,572,167 | 9,878 | 0.00 | 0.00 | -36 | -0.36 | 12-31-2023 |
PRIVATE ASSET MANAGEMENT INC | Common Stock | 1452 | $1,321,763 | 9,877 | 0.00 | 0.00 | -2,076 | -17.37 | 06-30-2023 |
EMFO LLC | COM | 1453 | $1,884,228 | 9,867 | 0.00 | 0.00 | 10 | 0.10 | 03-31-2024 |
DIXON HUBARD FEINOUR & BROWN INC/VA | Stock | 1454 | $1,392,000 | 9,860 | 0.17 | 0.14 | -541 | -5.20 | 06-30-2022 |