Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEQUOIA FINANCIAL ADVISORS LLC | COM | 451 | $4,972,022 | 22,501 | 0.00 | 0.00 | -2,485 | -9.95 | 09-30-2023 |
GREATMARK INVESTMENT PARTNERS INC | Stock | 452 | $5,835,824 | 22,474 | 0.00 | 0.00 | 51 | 0.23 | 12-31-2023 |
UNITED CAPITAL MANAGEMENT OF KS INC | COM | 453 | $6,333,910 | 22,422 | 0.00 | 0.00 | 921 | 4.28 | 03-31-2024 |
REGENTATLANTIC CAPITAL LLC | COM | 454 | $4,754,000 | 22,406 | 0.14 | 0.17 | -844 | -3.63 | 09-30-2022 |