Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIDUCIARY GROUP LLC | COM | 901 | $4,898,851 | 46,465 | 0.00 | 0.00 | -115 | -0.25 | 12-31-2023 |
RH DINEL INVESTMENT COUNSEL INC | Stock | 902 | $5,828,304 | 46,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
QV INVESTORS INC | COM | 903 | $5,821,000 | 46,345 | 0.51 | 0.45 | -900 | -1.90 | 03-31-2024 |
HERITAGE WAY ADVISORS LLC | COM | 904 | $4,033,000 | 46,241 | 1.51 | 1.69 | -471 | -1.01 | 12-31-2021 |