Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PORTFOLIO DESIGN LABS LLC | COM | 751 | $2,405,482 | 8,033 | 0.00 | 8,033 | +Inf | 12-31-2023 | |
LINCOLN NATIONAL CORP | COM | 752 | $2,390,219 | 7,982 | 0.00 | 0.03 | 2,916 | 57.56 | 12-31-2023 |
CORNERCAP INVESTMENT COUNSEL INC | COM | 753 | $2,376,735 | 7,937 | 0.00 | 0.00 | 31 | 0.39 | 12-31-2023 |
KING WEALTH MANAGEMENT GROUP | COM | 754 | $2,371,000 | 7,916 | 0.46 | 0.37 | 1,800 | 29.43 | 12-31-2023 |