Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LBMC INVESTMENT ADVISORS LLC | COM | 2301 | $433,393 | 7,992 | 0.00 | 0.00 | 618 | 8.38 | 03-31-2024 |
FAS WEALTH PARTNERS INC | COM | 2302 | $409,956 | 7,990 | 0.00 | 0.00 | -1,120 | -12.29 | 12-31-2023 |
SUMMIT ASSET MANAGEMENT LLC | COM | 2303 | $430,749 | 7,943 | 0.00 | 0.00 | -555 | -6.53 | 03-31-2024 |
KPP ADVISORY SERVICES LLC | Com | 2304 | $430,278 | 7,934 | 0.00 | 7,934 | +Inf | 03-31-2024 |