Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAHABA WEALTH MANAGEMENT INC | COM | 1701 | $200,225 | 4,086 | 0.00 | 4,086 | +Inf | 06-30-2024 | |
MERCER CAPITAL ADVISERS INC | COM | 1702 | $297,000 | 4,068 | 0.16 | 0.15 | 0 | 0.00 | 09-30-2021 |
REGISTER FINANCIAL ADVISORS LLC | COM | 1703 | $198,347 | 4,048 | 0.00 | 4,048 | +Inf | 06-30-2024 | |
AVEO CAPITAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 4,044 | +Inf | 06-30-2024 |