Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EDMP INC | COM | 2501 | $393,836 | 866 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SHEETS SMITH WEALTH MANAGEMENT | COM | 2502 | $391,772 | 864 | 0.00 | 0.00 | 20 | 2.37 | 12-31-2023 |
GROVE BANK & TRUST | COM | 2503 | $392,553 | 863 | 0.00 | 0.00 | -2 | -0.23 | 03-31-2024 |
COURT PLACE ADVISORS LLC | COM | 2504 | $392,553 | 863 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |