Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARSEC FINANCIAL MANAGEMENT INC | COM NEW | 701 | $2,872,307 | 29,774 | 0.00 | 0.00 | 9,346 | 45.75 | 03-31-2023 |
GREENWOOD CAPITAL ASSOCIATES LLC | COM NEW | 702 | $2,874,830 | 29,726 | 0.00 | 0.00 | -598 | -1.97 | 03-31-2024 |
EVERENCE CAPITAL MANAGEMENT INC | EQTY | 703 | $2,843,000 | 29,394 | 0.19 | 0.20 | 0 | 0.00 | 03-31-2024 |
SHEETS SMITH WEALTH MANAGEMENT | COM NEW | 704 | $2,847,665 | 29,345 | 0.00 | 0.00 | -690 | -2.30 | 12-31-2023 |