Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLAIR WILLIAM & CO/IL | COM | 851 | $241,262 | 1,943 | 0.00 | 0.00 | -166 | -7.87 | 03-31-2024 |
WEDMONT PRIVATE CAPITAL | COM | 852 | $230,529 | 1,923 | 0.00 | 1,923 | +Inf | 03-31-2024 | |
ARGENT TRUST CO | COMMON STOCK | 853 | $237,661 | 1,914 | 0.00 | 1,914 | +Inf | 03-31-2024 | |
CM WEALTH ADVISORS LLC | COM | 854 | $223,149 | 1,904 | 0.00 | 1,904 | +Inf | 03-31-2024 |