Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TITUS WEALTH MANAGEMENT | COM | 1401 | $352,000 | 6,825 | 0.18 | 0.17 | 736 | 12.09 | 06-30-2022 |
ONE WEALTH ADVISORS LLC | COM | 1402 | $394,591 | 6,812 | 0.00 | 0.00 | -4,499 | -39.78 | 03-31-2024 |
CHICKASAW CAPITAL MANAGEMENT LLC | cs | 1403 | $370,000 | 6,752 | 0.02 | 0.02 | -1,526 | -18.43 | 12-31-2023 |
MERIDIAN INVESTMENT COUNSEL INC | COM | 1404 | $390,448 | 6,740 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |