Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARCO INVESTMENT MANAGEMENT LLC | COM | 851 | $683,333 | 14,539 | 0.00 | 0.00 | 131 | 0.91 | 12-31-2023 |
JACOBI CAPITAL MANAGEMENT LLC | COM | 852 | $714,618 | 14,528 | 0.00 | 0.00 | 538 | 3.85 | 03-31-2024 |
SNOWDEN CAPITAL ADVISORS LLC | COM | 853 | $714,040 | 14,516 | 0.00 | 0.00 | -2,454 | -14.46 | 03-31-2024 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 854 | $1,233,000 | 14,513 | 0.35 | 0.33 | 1,613 | 12.50 | 03-31-2022 |