Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUFFINGTON MOHR MCNEAL | Stock | 2051 | $824,849 | 3,354 | 0.00 | 0.00 | -45 | -1.32 | 03-31-2024 |
ALERA INVESTMENT ADVISORS LLC | Stock | 2052 | $822,593 | 3,349 | 0.00 | 0.00 | 587 | 21.25 | 12-31-2023 |
WILSON & BOUCHER CAPITAL MANAGEMENT LLC | Common | 2053 | $679,818 | 3,338 | 0.00 | 0.00 | -80 | -2.34 | 09-30-2023 |
TACTIVE ADVISORS LLC | COM | 2054 | $679,513 | 3,337 | 0.00 | 0.00 | 67 | 2.05 | 09-30-2023 |