Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREENWOOD CAPITAL ASSOCIATES LLC | SHS | 701 | $6,108,692 | 70,094 | 0.00 | 0.00 | 53,448 | 321.09 | 03-31-2024 |
MARTIN CAPITAL PARTNERS LLC | SHS | 702 | $6,103,000 | 70,032 | 2.34 | 2.36 | -1,531 | -2.14 | 03-31-2024 |
TRANSCEND CAPITAL ADVISORS LLC | Stock | 703 | $6,075,234 | 69,710 | 0.00 | 0.00 | 8,140 | 13.22 | 03-31-2024 |
CARDINAL CAPITAL MANAGEMENT | Common Stock | 704 | $6,095,092 | 69,446 | 0.00 | 0.00 | 7,896 | 12.83 | 03-31-2024 |