Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MORNINGSTAR INVESTMENT MANAGEMENT LLC | COM | 1751 | $679,000 | 2,720 | 0.07 | 0.07 | 0 | 0.00 | 03-31-2024 |
MAINSTREET INVESTMENT ADVISORS LLC | Common Stock | 1752 | $675,796 | 2,706 | 0.00 | 2,706 | +Inf | 03-31-2024 | |
BUFFINGTON MOHR MCNEAL | Stock | 1753 | $675,297 | 2,704 | 0.00 | 0.00 | 300 | 12.48 | 03-31-2024 |
UNITED BANK | COMMON STOCK | 1754 | $675,048 | 2,703 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |