Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TI-TRUST INC | COM | 1351 | $386,083 | 3,144 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | COM | 1352 | $354,000 | 3,144 | 0.02 | 0.02 | 4 | 0.13 | 09-30-2021 |
SENDERO WEALTH MANAGEMENT LLC | COM | 1353 | $385,838 | 3,142 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BUCKHEAD CAPITAL MANAGEMENT LLC | COM | 1354 | $351,496 | 3,142 | 0.00 | 0.00 | -28 | -0.88 | 06-30-2023 |