Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUFFINGTON MOHR MCNEAL | Stock | 901 | $6,454,646 | 170,217 | 0.00 | 0.00 | 6,903 | 4.23 | 03-31-2024 |
ASIO CAPITAL LLC | COM | 902 | $6,481,251 | 169,847 | 0.00 | 0.00 | 1,254 | 0.74 | 03-31-2024 |
DIVERSIFIED TRUST CO | COM | 903 | $6,405,256 | 168,915 | 0.00 | 0.00 | 26,145 | 18.31 | 03-31-2024 |
THOROUGHBRED FINANCIAL SERVICES LLC | COM | 904 | $5,685,000 | 168,860 | 0.46 | 0.49 | -13,148 | -7.22 | 12-31-2023 |