Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERCAP INVESTMENT COUNSEL INC | COM | 1601 | $2,629,302 | 8,730 | 0.00 | 0.00 | -1,739 | -16.61 | 03-31-2024 |
LM KOHN & COMPANY | Common Stock | 1602 | $2,628,097 | 8,726 | 0.00 | 8,726 | +Inf | 03-31-2024 | |
NEW INSIGHT WEALTH ADVISORS | COM | 1603 | $2,283,003 | 8,676 | 0.00 | 8,676 | +Inf | 12-31-2023 | |
PINNACLE HOLDINGS LLC | COM | 1604 | $2,607,315 | 8,657 | 0.00 | 0.00 | -1,815 | -17.33 | 03-31-2024 |