Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WADDELL & ASSOCIATES LLC | COM | 951 | $799,306 | 4,620 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ASCENT GROUP LLC | COM | 952 | $798,960 | 4,618 | 0.00 | 0.00 | 865 | 23.05 | 03-31-2024 |
MEEDER ADVISORY SERVICES INC | COM | 953 | $798,970 | 4,618 | 0.00 | 0.00 | 533 | 13.05 | 03-31-2024 |
ATLANTIC UNION BANKSHARES CORP | Stock | 954 | $796,711 | 4,605 | 0.00 | 0.00 | -325 | -6.59 | 03-31-2024 |