Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RENASANT BANK | Common Stock | 4151 | $4,746,142 | 11,281 | 0.00 | 0.00 | 437 | 4.03 | 03-31-2024 |
INVESTMENT ADVISORY GROUP LLC | COM | 4152 | $4,742,255 | 11,272 | 0.00 | 0.00 | 253 | 2.30 | 03-31-2024 |
WINDSOR WEALTH MANAGEMENT INC | COM | 4153 | $3,558,000 | 11,268 | 0.65 | 0.74 | -871 | -7.18 | 09-30-2023 |
SMITH SHELLNUT WILSON LLC /ADV | COM | 4154 | $4,737,728 | 11,261 | 0.00 | 0.00 | -88 | -0.78 | 03-31-2024 |