Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRAGG FINANCIAL ADVISORS INC | COM | 651 | $7,990,990 | 71,952 | 0.00 | 0.00 | 486 | 0.68 | 09-30-2023 |
DAVENPORT & CO LLC | COM | 652 | $12,069,958 | 71,294 | 0.00 | 0.00 | -20,137 | -22.02 | 03-31-2024 |
ACADIAN ASSET MANAGEMENT LLC | COM | 653 | $9,088,000 | 71,290 | 0.04 | 0.02 | 38,743 | 119.04 | 03-31-2023 |
EP WEALTH ADVISORS LLC | COM | 654 | $10,304,128 | 71,245 | 0.00 | 0.00 | 68,360 | 2369.50 | 12-31-2023 |