Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 1201 | $218,000 | 1,978 | 0.06 | 0.07 | 0 | 0.00 | 03-31-2022 |
RENASANT BANK | Common Stock | 1202 | $258,247 | 1,970 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
APTUS CAPITAL ADVISORS LLC | COM | 1203 | $257,985 | 1,968 | 0.00 | 1,968 | +Inf | 03-31-2024 | |
CTC ALTERNATIVE STRATEGIES LTD | COM | 1204 | $256,805 | 1,959 | 0.00 | 1,959 | +Inf | 03-31-2024 |