Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FERNWOOD INVESTMENT MANAGEMENT LLC | Stock | 2801 | $220,589 | 1,142 | 0.00 | 1,142 | +Inf | 03-31-2024 | |
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 2802 | $220,316 | 1,142 | 0.00 | 0.00 | -251 | -18.02 | 03-31-2024 |
CHEMISTRY WEALTH MANAGEMENT LLC | COM | 2803 | $220,395 | 1,142 | 0.00 | 0.00 | -193 | -14.46 | 03-31-2024 |
COTTAGE STREET ADVISORS LLC | COM | 2804 | $220,395 | 1,142 | 0.00 | 0.00 | -190 | -14.26 | 03-31-2024 |