Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEAVELL INVESTMENT MANAGEMENT INC | CL A | 1451 | $738,000 | 10,474 | 0.04 | 0.05 | 64 | 0.61 | 03-31-2024 |
FRONTIER WEALTH MANAGEMENT LLC | CL A | 1452 | $666,000 | 10,465 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
VERACITY CAPITAL LLC | CL A | 1453 | $755,709 | 10,434 | 0.00 | 0.00 | -1,552 | -12.95 | 12-31-2023 |
BUCKLEY WEALTH MANAGEMENT LLC | CL A | 1454 | $754,938 | 10,423 | 0.00 | 0.00 | -210 | -1.97 | 12-31-2023 |