Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOLLER WEALTH PARTNERS | COM NEW | 1001 | $223,797 | 1,778 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DELTA ASSET MANAGEMENT LLC/TN | COM NEW | 1002 | $218,534 | 1,778 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
VALEO FINANCIAL ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 1,777 | +Inf | 03-31-2024 | |
KENNON-GREEN & COMPANY LLC | Stock | 1004 | $223,168 | 1,773 | 0.00 | 0.00 | -8 | -0.45 | 03-31-2024 |