Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTORS RESEARCH CORP | COM STK | 1951 | $511,816 | 9,338 | 0.00 | 0.00 | -325 | -3.36 | 03-31-2024 |
GREENWOOD CAPITAL ASSOCIATES LLC | COM STK | 1952 | $511,268 | 9,328 | 0.00 | 0.00 | -159,106 | -94.46 | 03-31-2024 |
EVANSON ASSET MANAGEMENT LLC | COM STK | 1953 | $510,577 | 9,315 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WAGNER WEALTH MANAGEMENT LLC | COM STK | Liquidated | $0 | 0 | 0.00 | 0.00 | 264 | 2.92 | 03-31-2024 |