Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATEGIC CAPITAL ADVISERS INC | COM | 751 | $3,530,000 | 13,199 | 2.53 | 2.50 | 1,024 | 8.41 | 12-31-2021 |
DANA INVESTMENT ADVISORS INC | COM | 752 | $3,946,325 | 13,178 | 0.00 | 0.00 | 198 | 1.53 | 12-31-2023 |
UNIFIED TRUST COMPANY NA | Equities | 753 | $3,472,000 | 13,167 | 1.02 | 1.01 | 66 | 0.50 | 09-30-2021 |
AHL INVESTMENT MANAGEMENT INC | COM | 754 | $4,704,201 | 13,145 | 0.00 | 0.00 | -341 | -2.53 | 03-31-2024 |