Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RED DOOR WEALTH MANAGEMENT LLC | SHS | 2351 | $333,436 | 3,826 | 0.00 | 0.00 | -75 | -1.92 | 03-31-2024 |
DELTA FINANCIAL GROUP INC | SHS | 2352 | $332,000 | 3,814 | 0.10 | 0.09 | 150 | 4.09 | 03-31-2024 |
WEDMONT PRIVATE CAPITAL | SHS | 2353 | $318,272 | 3,798 | 0.00 | 0.00 | 166 | 4.57 | 03-31-2024 |
ATLAS PRIVATE WEALTH ADVISORS | SHS | 2354 | $311,726 | 3,784 | 0.00 | 3,784 | +Inf | 12-31-2023 |