Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST ASSET MANAGEMENT LLC | COM NEW | 1101 | $241,338 | 1,752 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SEGMENT WEALTH MANAGEMENT LLC | COM NEW | 1102 | $240,512 | 1,746 | 0.00 | 1,746 | +Inf | 03-31-2024 | |
WALDRON PRIVATE WEALTH LLC | COM | 1103 | $240,373 | 1,745 | 0.00 | 1,745 | +Inf | 03-31-2024 | |
KRS CAPITAL MANAGEMENT LLC | COM NEW | 1104 | $237,343 | 1,723 | 0.00 | 0.00 | 325 | 23.25 | 03-31-2024 |