Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIMMER ASSOCIATES 1 LLC | COM | 3151 | $272,510 | 1,610 | 0.00 | 1,610 | +Inf | 03-31-2024 | |
MENDEL MONEY MANAGEMENT | COM | 3152 | $232,854 | 1,610 | 0.00 | 1,610 | +Inf | 12-31-2023 | |
FIRETHORN WEALTH PARTNERS LLC | COM | 3153 | $272,402 | 1,609 | 0.00 | 0.00 | 45 | 2.88 | 03-31-2024 |
RIDGECREST WEALTH PARTNERS LLC | COM | 3154 | $271,727 | 1,605 | 0.00 | 1,605 | +Inf | 03-31-2024 |