Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WINDSOR CAPITAL MANAGEMENT LLC | COM | 3051 | $1,189,990 | 7,523 | 0.00 | 0.00 | 3 | 0.04 | 03-31-2024 |
CAHABA WEALTH MANAGEMENT INC | COM | 3052 | $1,189,576 | 7,520 | 0.00 | 0.00 | -183 | -2.38 | 03-31-2024 |
MEITAV INVESTMENT HOUSE LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 600 | 8.69 | 03-31-2024 |
WEALTH GROUP LTD | COM | 3054 | $1,187,000 | 7,503 | 0.90 | 7,503 | +Inf | 03-31-2024 |