Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROSHARE ADVISORS LLC | COM | 251 | $938,387 | 10,974 | 0.00 | 0.00 | 1,718 | 18.56 | 12-31-2023 |
AMG NATIONAL TRUST BANK | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -105 | -0.96 | 03-31-2024 |
ZACKS INVESTMENT MANAGEMENT | COM | 253 | $925,575 | 10,824 | 0.00 | 10,824 | +Inf | 12-31-2023 | |
FIRST PERSONAL FINANCIAL SERVICES | COM | 254 | $904,953 | 10,583 | 0.00 | 0.00 | 85 | 0.81 | 12-31-2023 |