Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COTTONWOOD CAPITAL ADVISORS LLC | COM | 2851 | $247,401 | 1,275 | 0.00 | 0.00 | -7 | -0.55 | 03-31-2024 |
TAURUS ASSET MANAGEMENT LLC | COM | 2852 | $261,694 | 1,275 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
44 WEALTH MANAGEMENT LLC | COM | 2853 | $263,110 | 1,268 | 0.00 | 0.00 | -24 | -1.86 | 06-30-2023 |
ENTERPRISE FINANCIAL SERVICES CORP | COM | 2854 | $265,702 | 1,267 | 0.00 | 0.00 | 10 | 0.80 | 12-31-2023 |