Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAWGRASS ASSET MANAGEMENT LLC | CL B NEW | 3651 | $1,074,008 | 2,554 | 0.00 | 0.00 | -13 | -0.51 | 03-31-2024 |
MN WEALTH ADVISORS LLC | Stock | 3652 | $1,073,307 | 2,552 | 0.00 | 2,552 | +Inf | 03-31-2024 | |
FIRST HORIZON CORP | COMMON STOCK | 3653 | $708,000 | 2,550 | 0.06 | 0.06 | 253 | 11.01 | 06-30-2021 |
INVESTMARK ADVISORY GROUP LLC | CL B NEW | 3654 | $908,056 | 2,546 | 0.00 | 0.56 | 214 | 9.18 | 12-31-2023 |