Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPASSO PLANNING PARTNERS LLC | COM | 2251 | $366,281 | 916 | 0.00 | 0.00 | 6 | 0.66 | 12-31-2023 |
FULTON BREAKEFIELD BROENNIMAN LLC | COM | 2252 | $374,920 | 913 | 0.00 | 0.00 | -38 | -4.00 | 03-31-2024 |
LAIDLAW WEALTH MANAGEMENT LLC | COM | 2253 | $364,681 | 912 | 0.00 | 0.00 | -880 | -49.11 | 12-31-2023 |
CAHABA WEALTH MANAGEMENT INC | COM | 2254 | $374,575 | 912 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |