Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERCAP INVESTMENT COUNSEL INC | COM | 4051 | $4,165,073 | 11,076 | 0.00 | 0.00 | 4,948 | 80.74 | 12-31-2023 |
CAHILL FINANCIAL ADVISORS INC | Stock | 4052 | $3,759,984 | 11,041 | 0.00 | 0.53 | 227 | 2.10 | 06-30-2023 |
INVESTMENT ADVISORY GROUP LLC | COM | 4053 | $4,143,561 | 11,019 | 0.00 | 0.00 | -27 | -0.24 | 12-31-2023 |
TAYLOR HOFFMAN WEALTH MANAGEMENT | COM | 4054 | $4,142,457 | 11,016 | 0.00 | 0.00 | -20 | -0.18 | 12-31-2023 |