Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAROLINAS WEALTH CONSULTING LLC | COM | 401 | $23,549 | 23,189 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VAUGHAN DAVID INVESTMENTS LLC/IL | ed | 402 | $2,093,000 | 23,011 | 0.06 | 0.06 | 156 | 0.68 | 12-31-2023 |
DUALITY ADVISERS LP | COM | 403 | $2,081,939 | 22,886 | 0.00 | 22,886 | +Inf | 12-31-2023 | |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | COM | 404 | $2,188,451 | 22,875 | 0.00 | 0.00 | 153 | 0.67 | 03-31-2023 |