Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONTINUUM ADVISORY LLC | CL B NEW | 1851 | $4,900,143 | 13,738 | 0.00 | 0.00 | -1,228 | -8.21 | 12-31-2023 |
CENTER FOR FINANCIAL PLANNING INC | CL B NEW | 1852 | $5,773,740 | 13,730 | 0.00 | 0.00 | -3 | -0.02 | 03-31-2024 |
DELTA ASSET MANAGEMENT LLC/TN | CL B NEW | 1853 | $4,807,517 | 13,724 | 0.00 | 0.00 | -310 | -2.21 | 09-30-2023 |
STRATEGIC ADVISORS LLC | CL B NEW | 1854 | $4,883,745 | 13,693 | 0.00 | 0.00 | -489 | -3.45 | 12-31-2023 |