Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | CL A | 1101 | $15,982 | 944 | 0.00 | 944 | +Inf | 12-31-2023 | |
STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD | CL A | 1102 | $10,089 | 900 | 0.00 | 900 | +Inf | 03-31-2024 | |
FOURTHOUGHT FINANCIAL LLC | Stock | 1103 | $8,000 | 834 | 0.00 | 834 | +Inf | 09-30-2022 | |
AMERITAS INVESTMENT PARTNERS INC | COM | 1104 | $9,460 | 824 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |