Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LB PARTNERS LLC | CAP STK CL C | 2401 | $3,154,824 | 17,200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CERTIFIED ADVISORY CORP | Stock | 2402 | $3,150,463 | 17,176 | 0.00 | 0.00 | 582 | 3.51 | 06-30-2024 |
VESTMARK ADVISORY SOLUTIONS INC | CAP STK CL C | 2403 | $3,147,671 | 17,161 | 0.00 | 0.00 | -361 | -2.06 | 06-30-2024 |
CHICKASAW CAPITAL MANAGEMENT LLC | cs | 2404 | $2,416,000 | 17,145 | 0.13 | 0.12 | 490 | 2.94 | 12-31-2023 |