Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SANCTUARY WEALTH MANAGEMENT LLC | COM | 1301 | $23,412 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 1302 | $23,373 | 599 | 0.00 | 599 | +Inf | 03-31-2024 | |
DELTA ASSET MANAGEMENT LLC/TN | COM | 1303 | $20,750 | 585 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
COMPASS WEALTH MANAGEMENT LLC | COM | 1304 | $21,461 | 550 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |