Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TILLMAN HARTLEY LLC | COM | 1851 | $251,234 | 536 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
ARLINGTON FINANCIAL ADVISORS LLC | COM | 1852 | $250,765 | 535 | 0.00 | 0.00 | 35 | 7.00 | 06-30-2024 |
HEARTWOOD WEALTH ADVISORS LLC | Stock | 1853 | $249,359 | 532 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
RENASANT BANK | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -11 | -2.03 | 06-30-2024 |