Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 1501 | $226,811 | 1,303 | 0.00 | 0.00 | -57 | -4.19 | 12-31-2023 |
SENTRY INVESTMENT MANAGEMENT LLC | Common | 1502 | $227,000 | 1,303 | 0.10 | 0.11 | -140 | -9.70 | 12-31-2023 |
RWA WEALTH PARTNERS LLC | COM | 1503 | $226,774 | 1,303 | 0.00 | 1,303 | +Inf | 12-31-2023 | |
BUCKHEAD CAPITAL MANAGEMENT LLC | COM | 1504 | $213,174 | 1,300 | 0.00 | 1,300 | +Inf | 06-30-2023 |