Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VILLERE ST DENIS J & CO LLC | COM | 3151 | $969,441 | 8,340 | 0.00 | 0.00 | -331 | -3.82 | 03-31-2024 |
SIVIA CAPITAL PARTNERS LLC | COM | 3152 | $830,439 | 8,306 | 0.00 | 8,306 | +Inf | 12-31-2023 | |
WEALTHCARE CAPITAL MANAGEMENT LLC | COM | 3153 | $964,500 | 8,297 | 0.00 | 0.00 | -72 | -0.86 | 03-31-2024 |
HEARTWOOD WEALTH ADVISORS LLC | Stock | 3154 | $964,327 | 8,296 | 0.00 | 0.00 | -655 | -7.32 | 03-31-2024 |