Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DETALUS ADVISORS LLC | COM | 4051 | $1,691,784 | 9,379 | 0.00 | 0.00 | 590 | 6.71 | 03-31-2024 |
RENASANT BANK | Common Stock | 4052 | $1,691,063 | 9,375 | 0.00 | 0.00 | 417 | 4.66 | 03-31-2024 |
FRANK RIMERMAN ADVISORS LLC | COM | 4053 | $1,690,341 | 9,371 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EVERGREEN WEALTH SOLUTIONS LLC | COM | 4054 | $1,420,791 | 9,351 | 0.00 | 0.00 | -1,749 | -15.76 | 12-31-2023 |