Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL RIVER WEALTH MANAGEMENT LLC | COM | 1201 | $389,069 | 2,560 | 0.00 | 2,560 | +Inf | 12-31-2023 | |
ONEASCENT WEALTH MANAGEMENT LLC | COM | 1202 | $415,000 | 2,525 | 0.16 | 0.12 | 479 | 23.41 | 03-31-2024 |
GAMMA INVESTING LLC | Common Stock | 1203 | $414,008 | 2,516 | 0.00 | 0.00 | 323 | 14.73 | 03-31-2024 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | COM | 1204 | $382,078 | 2,514 | 0.00 | 0.00 | 58 | 2.36 | 12-31-2023 |