Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RFG ADVISORY LLC | COM | 1801 | $1,505,508 | 13,246 | 0.00 | 0.00 | 782 | 6.27 | 03-31-2024 |
COPPELL ADVISORY SOLUTIONS CORP | COM | 1802 | $1,312,186 | 13,244 | 0.00 | 0.00 | -11,294 | -46.03 | 03-31-2023 |
WEDMONT PRIVATE CAPITAL | COM | 1803 | $1,486,871 | 13,224 | 0.00 | 0.00 | 1,132 | 9.36 | 03-31-2024 |
FIELD & MAIN BANK | COMMON STOCK - LARGE CAP | 1804 | $1,453,987 | 13,210 | 0.00 | 0.00 | -190 | -1.42 | 12-31-2023 |