Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMARTLEAF ASSET MANAGEMENT LLC | COM | 701 | $318,698 | 3,075 | 0.00 | 3,075 | +Inf | 12-31-2023 | |
REHMANN CAPITAL ADVISORY GROUP | COM | 702 | $380,473 | 3,064 | 0.00 | 0.00 | -65 | -2.08 | 03-31-2024 |
SMITH SHELLNUT WILSON LLC /ADV | COM | 703 | $379,960 | 3,060 | 0.00 | 0.00 | -28 | -0.91 | 03-31-2024 |
FAIRPOINTE CAPITAL LLC | COM | 704 | $312,000 | 3,030 | 0.47 | 3,030 | +Inf | 03-31-2021 |