Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LANTZ FINANCIAL LLC | COM | 951 | $384,352 | 17,720 | 0.00 | 0.00 | -297 | -1.65 | 03-31-2024 |
JOHNSON INVESTMENT COUNSEL INC | CS | 952 | $384,138 | 17,710 | 0.00 | 0.00 | -933 | -5.00 | 03-31-2024 |
ADVISOR PARTNERS LLC | COM | 953 | $664,000 | 17,529 | 0.05 | 0.06 | 1,048 | 6.36 | 06-30-2022 |
DIXON HUBARD FEINOUR & BROWN INC/VA | Stock | 954 | $664,000 | 17,520 | 0.08 | 0.08 | 0 | 0.00 | 06-30-2022 |