Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DELTA ASSET MANAGEMENT LLC/TN | COM | 1251 | $243,660 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC | COM | 1252 | $313,541 | 1,198 | 0.00 | 0.00 | 182 | 17.91 | 03-31-2024 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | COM | 1253 | $243,254 | 1,198 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BARD FINANCIAL SERVICES INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 1,190 | +Inf | 12-31-2023 |