Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRAGG FINANCIAL ADVISORS INC | COM STK | Liquidated | $0 | 0 | 0.00 | 3,649 | +Inf | 03-31-2024 | |
MITCHELL & PAHL PRIVATE WEALTH LLC | COM STK | Liquidated | $0 | 0 | 0.00 | 3,640 | +Inf | 03-31-2024 | |
NORTH STAR INVESTMENT MANAGEMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ADDISON ADVISORS LLC | COM STK | 2504 | $195,180 | 3,561 | 0.00 | 0.00 | 243 | 7.32 | 03-31-2024 |