Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KANAWHA CAPITAL MANAGEMENT LLC | COM | 2751 | $1,049,623 | 1,349 | 0.00 | 0.00 | 99 | 7.92 | 03-31-2024 |
EVANSON ASSET MANAGEMENT LLC | COM | 2752 | $1,047,883 | 1,347 | 0.00 | 0.00 | 68 | 5.32 | 03-31-2024 |
USA FINANCIAL FORMULAS | COM | 2753 | $1,046,356 | 1,345 | 0.00 | 0.00 | 1,335 | 13350.00 | 03-31-2024 |
DRAKE & ASSOCIATES LLC | COM | 2754 | $783,726 | 1,344 | 0.00 | 0.00 | -436 | -24.49 | 12-31-2023 |