Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 1301 | $10,000 | 617 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
ZIONS BANCORPORATION NA | Com | 1302 | $10,656 | 601 | 0.00 | 0.00 | 16 | 2.74 | 03-31-2024 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | COM | 1303 | $10,638 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SOUND INCOME STRATEGIES LLC | COM | 1304 | $10,567 | 596 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |