Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | CEF | 1051 | $19,675 | 945 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DELTA ASSET MANAGEMENT LLC/TN | COM | 1052 | $18,146 | 932 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 1053 | $18,905 | 908 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NVERSES CAPITAL LLC | COM | 1054 | $18,738 | 900 | 0.00 | 900 | +Inf | 03-31-2024 |