Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CYNOSURE MANAGEMENT LLC | CL A | 4601 | $302,312 | 1,007 | 0.00 | 1,007 | +Inf | 09-30-2023 | |
KANAWHA CAPITAL MANAGEMENT LLC | COM | 4602 | $488,636 | 1,006 | 0.00 | 0.00 | 88 | 9.59 | 03-31-2024 |
PETERSON WEALTH SERVICES | CL A | 4603 | $487,325 | 1,004 | 0.00 | 0.00 | 44 | 4.58 | 03-31-2024 |
LANDMARK FINANCIAL ADVISORS LLC | CL A | 4604 | $355,022 | 1,003 | 0.00 | 0.00 | -5 | -0.50 | 12-31-2023 |