Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERCAP INVESTMENT COUNSEL INC | COM | 2001 | $2,612,871 | 4,963 | 0.00 | 0.00 | -124 | -2.44 | 12-31-2023 |
PDS PLANNING INC | COM | 2002 | $2,453,087 | 4,959 | 0.00 | 0.00 | 99 | 2.04 | 03-31-2024 |
MEADOWBROOK INVESTMENT ADVISORS LLC | Equiti | 2003 | $2,609,185 | 4,956 | 0.00 | 4,956 | +Inf | 12-31-2023 | |
MOSER WEALTH ADVISORS LLC | COM | 2004 | $2,374,362 | 4,940 | 0.00 | 2.04 | -165 | -3.23 | 06-30-2023 |