Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLUMBIA ASSET MANAGEMENT | COM | 1751 | $352,000 | 450 | 0.07 | 0.07 | 0 | 0.00 | 03-31-2024 |
NACHMAN NORWOOD & PARROTT INC | COM | 1752 | $292,000 | 448 | 0.03 | 0.03 | 1 | 0.22 | 06-30-2021 |
PINKERTON RETIREMENT SPECIALISTS LLC | COM | 1753 | $350,900 | 448 | 0.00 | 0.00 | -217 | -32.63 | 12-31-2023 |
SALEM INVESTMENT COUNSELORS INC | COM | 1754 | $436,160 | 448 | 0.00 | 0.00 | -5 | -1.10 | 03-31-2024 |