Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREATMARK INVESTMENT PARTNERS INC | Stock | 501 | $8,719,144 | 18,490 | 0.00 | 0.00 | 1,416 | 8.29 | 12-31-2023 |
KOVITZ INVESTMENT GROUP PARTNERS LLC | COM | 502 | $8,699,189 | 18,447 | 0.00 | 0.00 | -427 | -2.26 | 12-31-2023 |
MEEDER ASSET MANAGEMENT INC | COM | 503 | $8,667,273 | 18,380 | 0.00 | 0.00 | 10,754 | 141.02 | 12-31-2023 |
TAYLOR WEALTH MANAGEMENT PARTNERS | COM | 504 | $8,984,000 | 18,289 | 3.64 | 3.48 | -3,026 | -14.20 | 03-31-2022 |