Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMITH SHELLNUT WILSON LLC /ADV | COM | 1301 | $242,990 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
APRIO WEALTH MANAGEMENT LLC | COM | 1302 | $242,261 | 997 | 0.00 | 997 | +Inf | 03-31-2024 | |
FOCUS FINANCIAL NETWORK INC | COM | 1303 | $235,235 | 991 | 0.00 | 991 | +Inf | 03-31-2024 | |
FOCUS FINANCIAL NETWORK INC /ADV | COM | 1304 | $203,454 | 991 | 0.00 | 991 | +Inf | 12-31-2023 |