Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVERVIEW TRUST CO | Com | Liquidated | $174,998 | 489 | 0.00 | 0.00 | 489 | +Inf | 03-31-2024 |
FINTRUST CAPITAL ADVISORS LLC | COM | 2402 | $173,567 | 485 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KINGS POINT CAPITAL MANAGEMENT | COM | 2403 | $126,000 | 472 | 0.01 | 0.01 | 2 | 0.43 | 12-31-2021 |
MV CAPITAL MANAGEMENT INC | COM | 2404 | $167,842 | 469 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |