Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SALEM INVESTMENT COUNSELORS INC | COM | 701 | $61,983 | 1,727 | 0.00 | 0.00 | 113 | 7.00 | 03-31-2024 |
CREEKMUR ASSET MANAGEMENT LLC | COM | 702 | $46,442 | 1,362 | 0.00 | 1,362 | +Inf | 12-31-2023 | |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 703 | $45,653 | 1,282 | 0.00 | 0.00 | 225 | 21.29 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 704 | $43,000 | 1,277 | 0.00 | 1,277 | +Inf | 09-30-2022 |