Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLUMBIA ASSET MANAGEMENT | COM | 651 | $1,110,000 | 42,525 | 0.23 | 0.23 | 0 | 0.00 | 03-31-2024 |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 652 | $921,669 | 42,493 | 0.00 | 0.00 | -10,058 | -19.14 | 03-31-2024 |
NEWEDGE ADVISORS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 10 | 0.02 | 03-31-2024 |
CORNERCAP INVESTMENT COUNSEL INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -383 | -0.90 | 12-31-2023 |