Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AULL & MONROE INVESTMENT MANAGEMENT CORP | COM | 951 | $1,836,955 | 19,022 | 0.00 | 0.00 | -75 | -0.39 | 09-30-2023 |
WEALTHCARE ADVISORY PARTNERS LLC | COM | 952 | $2,155,302 | 19,003 | 0.00 | 0.00 | 886 | 4.89 | 03-31-2024 |
ADVISOR PARTNERS LLC | COM | 953 | $1,505,000 | 18,924 | 0.11 | 0.12 | -502 | -2.58 | 06-30-2022 |
ALLWORTH FINANCIAL LP | COM | 954 | $1,706,748 | 18,882 | 0.00 | 0.00 | 638 | 3.50 | 06-30-2023 |