Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DAVIS INVESTMENT PARTNERS LLC | COM | 1401 | $567,534 | 1,586 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DILIGENT INVESTORS LLC | COM | 1402 | $474,928 | 1,586 | 0.00 | 0.00 | -106 | -6.26 | 12-31-2023 |
RINET CO LLC | COM | 1403 | $316,000 | 1,578 | 0.06 | 0.07 | 6 | 0.38 | 09-30-2021 |
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 1404 | $571,857 | 1,575 | 0.00 | 0.00 | 2 | 0.13 | 03-31-2024 |