Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | COM | 1101 | $749 | 15 | 0.00 | 15 | +Inf | 12-31-2023 | |
VERSANT CAPITAL MANAGEMENT INC | Stock | 1102 | $791 | 14 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLASS JACOBSON INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
COLONIAL TRUST ADVISORS | Stock | 1104 | $613 | 12 | 0.00 | 0.00 | 3 | 33.33 | 12-31-2023 |