Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHILTON CAPITAL MANAGEMENT LLC | COM | 351 | $8,296,515 | 102,199 | 0.00 | 1.29 | -148,511 | -59.24 | 03-31-2024 |
SUMMIT FINANCIAL WEALTH ADVISORS LLC | COM | 352 | $8,239,397 | 101,495 | 0.00 | 0.00 | 4,093 | 4.20 | 03-31-2024 |
BROWN ADVISORY INC | COM | 353 | $8,133,468 | 100,191 | 0.00 | 0.00 | -1,634 | -1.60 | 03-31-2024 |
GRAVES LIGHT LENHART WEALTH INC | Stock | 354 | $8,096,750 | 99,738 | 0.00 | 0.00 | -650 | -0.65 | 03-31-2024 |